Secure Asset Management, LLC Ishares Tr Russell 200 ETF Call Options Transaction History
Secure Asset Management, LLC
- $585 Million
- Q3 2025
Call Options
	  0 transactions
	
  | Quarter | Operation | Price Per call | calls change | calls Held | SEC Form | 
|---|
Others Institutions Holding IWL
# of Institutions
217Shares Held
8.33MCall Options Held
0Put Options Held
0- 
    
      Morgan Stanley New York, NY691KShares$115 Million0.01% of portfolio
- 
    
      Bank Of America Corp Charlotte, NC616KShares$102 Million0.01% of portfolio
- 
    
      Tompkins Financial Corp553KShares$91.7 Million7.86% of portfolio
- 
    
      Gilbert & Cook, Inc.531KShares$88.2 Million11.19% of portfolio
- 
    
      Richmond Investment Services, LLC Mequon, WI377KShares$62.5 Million12.18% of portfolio