Holistic Planning, LLC Ishares S&P Midcap 400 Growth Call Options Transaction History
Holistic Planning, LLC
- $236 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 IJK
# of Institutions
917Shares Held
75.2MCall Options Held
2.7KPut Options Held
0-
Wells Fargo & Company San Francisco, CA7.07MShares$680 Million0.15% of portfolio
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Morgan Stanley New York, NY6.74MShares$648 Million0.05% of portfolio
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Goldman Sachs Group Inc New York, NY3.44MShares$330 Million0.05% of portfolio
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Bank Of America Corp Charlotte, NC3.35MShares$322 Million0.03% of portfolio
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Main Management ETF Advisors, LLC San Francisco, CA2.95MShares$284 Million12.99% of portfolio