Beam Wealth Advisors, Inc. Ishares Tr Russell 200 ETF Call Options Transaction History
Beam Wealth Advisors, Inc.
- $289 Million
- Q1 2025
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|---|---|---|---|---|
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
Others Institutions Holding IWL
# of Institutions
205Shares Held
8.2MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY692KShares$101 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC587KShares$85.5 Million0.01% of portfolio
-
Tompkins Financial Corp577KShares$84 Million7.69% of portfolio
-
Gilbert & Cook, Inc.517KShares$75.3 Million10.44% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN350KShares$50.9 Million0.01% of portfolio