Modern Wealth Management, LLC Ishares Tr Ibonds Dec 2025 Ter Call Options Transaction History
Modern Wealth Management, LLC
- $1.37 Trillion
- Q2 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
165Shares Held
18MCall Options Held
0Put Options Held
0-
Colony Group LLC Boston, MA2.2MShares$58.5 Million0.86% of portfolio
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Bank Of America Corp Charlotte, NC1.86MShares$49.5 Million0.0% of portfolio
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Mercer Global Advisors Inc Denver, CO967KShares$25.7 Million0.06% of portfolio
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Envestnet Asset Management Inc839KShares$22.3 Million0.01% of portfolio
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Us Bancorp \De\689KShares$18.3 Million0.02% of portfolio