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 |
|---|
Others Institutions Holding IJK
# of Institutions
935Shares Held
73.6MCall Options Held
5.1KPut Options Held
0-
Morgan Stanley New York, NY6.78MShares$664 Million0.05% of portfolio
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Wells Fargo & Company San Francisco, CA6.76MShares$662 Million0.14% of portfolio
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Bank Of America Corp Charlotte, NC3.71MShares$363 Million0.03% of portfolio
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Main Management ETF Advisors, LLC San Francisco, CA3.03MShares$296 Million13.19% of portfolio
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Ubs Group Ag2.22MShares$218 Million0.05% of portfolio