Omega Financial Group, LLC Ishares Tr Russell 200 ETF Transaction History
Omega Financial Group, LLC
- $260 Million
- Q1 2025
Shares
6 transactions
Others Institutions Holding IWL
# of Institutions
205Shares Held
8.2MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY692KShares$104 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC587KShares$88.1 Million0.01% of portfolio
-
Tompkins Financial Corp577KShares$86.6 Million7.69% of portfolio
-
Gilbert & Cook, Inc.517KShares$77.6 Million10.44% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN350KShares$52.5 Million0.01% of portfolio