Instrumental Wealth, LLC Ishares Call Options Transaction History
Instrumental Wealth, LLC
- $103 Billion
- Q3 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding ICLN
# of Institutions
560Shares Held
45.7MCall Options Held
4.51MPut Options Held
5.26M-
Bank Of America Corp Charlotte, NC6.39MShares$78.8 Million0.01% of portfolio
-
Morgan Stanley New York, NY3.26MShares$40.2 Million0.0% of portfolio
-
Ubs Group Ag2.72MShares$33.6 Million0.01% of portfolio
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Goldman Sachs Group Inc New York, NY1.65MShares$20.4 Million0.0% of portfolio
-
Total Wealth Planning, LLC1.51MShares$18.6 Million3.66% of portfolio