Family Wealth Group, LLC Ishares Tr Russell 200 Value E Call Options Transaction History
Family Wealth Group, LLC
- $78.3 Million
- Q4 2023
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding IWX
# of Institutions
153Shares Held
39.9MCall Options Held
0Put Options Held
0-
Tiaa Trust, National Association Charlotte, NC9.47MShares$736 Million2.21% of portfolio
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Tiaa, Fsb St. Louis, MO8.12MShares$631 Million1.98% of portfolio
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Envestnet Portfolio Solutions, Inc. Berwyn, PA7.09MShares$551 Million2.03% of portfolio
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First Citizens Bank & Trust CO6.65MShares$517 Million7.91% of portfolio
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Ae Wealth Management LLC914KShares$71 Million0.86% of portfolio