Modern Wealth Management, LLC Ishares Tr Ibonds Dec 2025 Ter Call Options Transaction History
Modern Wealth Management, LLC
- $1.65 Trillion
- Q3 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding IBMN
# of Institutions
167Shares Held
17.9MCall Options Held
0Put Options Held
0-
Colony Group LLC Boston, MA2.2MShares$58.7 Million0.86% of portfolio
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Bank Of America Corp Charlotte, NC1.79MShares$47.6 Million0.0% of portfolio
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Mercer Global Advisors Inc Denver, CO994KShares$26.5 Million0.06% of portfolio
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Envestnet Asset Management Inc877KShares$23.4 Million0.01% of portfolio
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Us Bancorp \De\689KShares$18.4 Million0.02% of portfolio