1 North Wealth Services LLC Ishares Barclays 0 5 Year Tips Call Options Transaction History
1 North Wealth Services LLC
- $216 Billion
- Q1 2025
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding STIP
# of Institutions
725Shares Held
65.2MCall Options Held
3KPut Options Held
0-
Betterment LLC New York, NY3.82MShares$391 Million0.94% of portfolio
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Personal Capital Advisors Corp2.47MShares$253 Million1.16% of portfolio
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Modera Wealth Management, LLC1.96MShares$200 Million2.79% of portfolio
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Black Rock Inc. New York, NY1.81MShares$185 Million0.0% of portfolio
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Ritholtz Wealth Management1.78MShares$182 Million5.58% of portfolio