Great Point Wealth Advisors, LLC Ishares Tr Core Aggressive All Call Options Transaction History
Great Point Wealth Advisors, LLC
- $430 Million
- Q2 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding AOA
# of Institutions
334Shares Held
8.19MCall Options Held
0Put Options Held
0-
North Star Asset Management LLC /Nj/ Hackettstown, NJ2.19MShares$167 Million1.54% of portfolio
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Rockefeller Capital Management L.P. New York, NY479KShares$36.4 Million0.1% of portfolio
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Assetmark, Inc275KShares$20.9 Million0.06% of portfolio
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Geo Wealth Management, LLC Chicago, IL213KShares$16.2 Million0.72% of portfolio
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Cambridge Investment Research Advisors, Inc.199KShares$15.2 Million0.06% of portfolio