Core Wealth Partners LLC Ishares Barclays 3 7 Yr Treas Call Options Transaction History

Core Wealth Partners LLC

$165 Billion
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding IEI

# of Institutions

775

Shares Held

95.5M

Call Options Held

174K

Put Options Held

56.1K

Jpmorgan Chase & CO New York, NY

9.62M
Shares

$1.12 Billion
0.09% of portfolio
Invesco Ltd. Atlanta, GA

6.4M
Shares

$742 Million
0.15% of portfolio
Bank Of America Corp Charlotte, NC

5.8M
Shares

$673 Million
0.06% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

4.19M
Shares

$486 Million
1.03% of portfolio
Envestnet Asset Management Inc

3.92M
Shares

$455 Million
0.16% of portfolio

About ISHARES BARCLAYS 3-7 YR TREAS

Ticker IEI
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Core Wealth Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Core Wealth Partners LLC with notifications on news.