Instrumental Wealth, LLC Ishares Tr Ibonds Dec 2028 Ter Put Options Transaction History
Instrumental Wealth, LLC
- $103 Billion
- Q3 2024
Put Options
0 transactions
Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
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Others Institutions Holding IBDT
# of Institutions
299Shares Held
67MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.07MShares$177 Million0.02% of portfolio
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Aptus Capital Advisors, LLC3.33MShares$83.3 Million1.36% of portfolio
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Morgan Stanley New York, NY3.07MShares$76.7 Million0.01% of portfolio
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Capital Investment Advisors, LLC2.57MShares$64.3 Million1.37% of portfolio
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Capital Advisors Inc2.53MShares$63.4 Million1.33% of portfolio