Soa Wealth Advisors, Llc. Ishares Tr Russell 200 ETF Call Options Transaction History
Soa Wealth Advisors, Llc.
- $897 Million
- Q2 2025
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding IWL
# of Institutions
215Shares Held
8.42MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY692KShares$109 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC587KShares$92.2 Million0.01% of portfolio
-
Tompkins Financial Corp554KShares$87 Million7.96% of portfolio
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Gilbert & Cook, Inc.531KShares$83.5 Million11.19% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN350KShares$54.9 Million0.01% of portfolio