Jackson Wealth Management, LLC Ishares Tr Russell 200 ETF Transaction History
Jackson Wealth Management, LLC
- $340 Million
- Q2 2024
Shares
6 transactions
Others Institutions Holding IWL
# of Institutions
151Shares Held
6.52MCall Options Held
3.5KPut Options Held
0-
Tompkins Financial Corp667KShares$89.4 Million9.61% of portfolio
-
Morgan Stanley New York, NY585KShares$78.4 Million0.01% of portfolio
-
Gilbert & Cook, Inc.543KShares$72.8 Million9.52% of portfolio
-
Bank Of America Corp Charlotte, NC403KShares$53.9 Million0.0% of portfolio
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Mc Kinley Carter Wealth Services, Inc.384KShares$51.5 Million3.33% of portfolio