Omega Financial Group, LLC Ishares Tr Russell 200 ETF Transaction History
Omega Financial Group, LLC
- $263 Million
- Q3 2024
Shares
6 transactions
Others Institutions Holding IWL
# of Institutions
164Shares Held
7.08MCall Options Held
0Put Options Held
0-
Tompkins Financial Corp1.01MShares$146 Million13.68% of portfolio
-
Morgan Stanley New York, NY743KShares$108 Million0.01% of portfolio
-
Gilbert & Cook, Inc.507KShares$73.5 Million9.92% of portfolio
-
Bank Of America Corp Charlotte, NC412KShares$59.8 Million0.0% of portfolio
-
Mc Kinley Carter Wealth Services, Inc.377KShares$54.7 Million3.28% of portfolio