Dechtman Wealth Management, LLC Ishares Tr Russell 200 ETF Call Options Transaction History
Dechtman Wealth Management, LLC
- $490 Million
- Q4 2024
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
216Shares Held
8.4MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY691KShares$110 Million0.01% of portfolio
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Bank Of America Corp Charlotte, NC616KShares$97.6 Million0.01% of portfolio
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Tompkins Financial Corp554KShares$87.8 Million7.96% of portfolio
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Gilbert & Cook, Inc.531KShares$84.2 Million11.19% of portfolio
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Richmond Investment Services, LLC Mequon, WI377KShares$59.7 Million12.18% of portfolio