Waypoint Wealth Counsel Ishares S&P 500 Growth ETF Call Options Transaction History
Waypoint Wealth Counsel
- $149 Billion
- Q3 2024
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding IVW
# of Institutions
1,816Shares Held
414MCall Options Held
355KPut Options Held
454K-
Envestnet Asset Management Inc46.5MShares$4.63 Billion1.47% of portfolio
-
Jpmorgan Chase & CO New York, NY44.1MShares$4.39 Billion0.35% of portfolio
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Morgan Stanley New York, NY33.3MShares$3.32 Billion0.24% of portfolio
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Bank Of America Corp Charlotte, NC18.6MShares$1.85 Billion0.15% of portfolio
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Lpl Financial LLC Fort Mill, SC15.7MShares$1.56 Billion0.69% of portfolio