Align Wealth Management, LLC Ishares Tr Russell 200 ETF Call Options Transaction History
Align Wealth Management, LLC
- $118 Billion
- Q4 2022
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding IWL
# of Institutions
161Shares Held
7.21MCall Options Held
0Put Options Held
0-
Tompkins Financial Corp927KShares$124 Million13.02% of portfolio
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Morgan Stanley New York, NY583KShares$78.3 Million0.01% of portfolio
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Gilbert & Cook, Inc.483KShares$64.8 Million9.56% of portfolio
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Bank Of America Corp Charlotte, NC405KShares$54.4 Million0.0% of portfolio
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Mc Kinley Carter Wealth Services, Inc.394KShares$52.9 Million3.43% of portfolio