Regimen Wealth, LLC Ishares Core S&P U.S. Value Et Call Options Transaction History
Regimen Wealth, LLC
- $306 Billion
- Q4 2024
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding IUSV
# of Institutions
769Shares Held
173MCall Options Held
2.9KPut Options Held
0-
Bank Of America Corp Charlotte, NC71.6MShares$6.83 Billion0.57% of portfolio
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Lpl Financial LLC Fort Mill, SC13.8MShares$1.32 Billion0.54% of portfolio
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Morgan Stanley New York, NY9.25MShares$883 Million0.06% of portfolio
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Ronald Blue Trust, Inc. Brentwood, TN4.65MShares$444 Million5.6% of portfolio
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Envestnet Asset Management Inc4.41MShares$421 Million0.14% of portfolio