Lloyd Advisory Services, Llc. Ishares Tr Russell 200 ETF Transaction History
Lloyd Advisory Services, Llc.
- $110 Million
- Q1 2025
Shares
4 transactions
Others Institutions Holding IWL
# of Institutions
210Shares Held
8.36MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY692KShares$106 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC587KShares$89.9 Million0.01% of portfolio
-
Tompkins Financial Corp554KShares$84.9 Million7.96% of portfolio
-
Gilbert & Cook, Inc.517KShares$79.2 Million10.44% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN350KShares$53.6 Million0.01% of portfolio