Meridian Wealth Advisors, LLC Ishares Tr Russell 200 ETF Transaction History
Meridian Wealth Advisors, LLC
- $536 Million
- Q3 2024
Shares
2 transactions
Others Institutions Holding IWL
# of Institutions
166Shares Held
7.17MCall Options Held
0Put Options Held
0-
Tompkins Financial Corp1.01MShares$148 Million13.68% of portfolio
-
Morgan Stanley New York, NY743KShares$108 Million0.01% of portfolio
-
Gilbert & Cook, Inc.507KShares$74.1 Million9.92% of portfolio
-
Bank Of America Corp Charlotte, NC412KShares$60.2 Million0.0% of portfolio
-
Mc Kinley Carter Wealth Services, Inc.377KShares$55.1 Million3.28% of portfolio