Alpha Omega Wealth Management LLC Ishares Russell Midcap Value E Transaction History
Alpha Omega Wealth Management LLC
- $510 Million
- Q1 2025
Shares
4 transactions
Others Institutions Holding IWS
# of Institutions
1,024Shares Held
97.6MCall Options Held
9.5KPut Options Held
0-
Tiaa, Fsb St. Louis, MO12.9MShares$1.7 Billion5.15% of portfolio
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Jones Financial Companies Lllp10.1MShares$1.32 Billion1.14% of portfolio
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Morgan Stanley New York, NY8MShares$1.05 Billion0.07% of portfolio
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Us Bancorp \De\4.36MShares$571 Million0.74% of portfolio
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Envestnet Portfolio Solutions, Inc. Berwyn, PA3.94MShares$517 Million2.1% of portfolio