Precedent Wealth Partners, LLC Ishares Tr Call Options Transaction History
Precedent Wealth Partners, LLC
- $454 Billion
- Q3 2025
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding IBDV
# of Institutions
278Shares Held
77.6MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC5.2MShares$116 Million1.02% of portfolio
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Bank Of America Corp Charlotte, NC4.68MShares$104 Million0.01% of portfolio
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Capital Investment Advisors, LLC3.68MShares$81.9 Million1.41% of portfolio
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Capital Advisors Inc2.94MShares$65.4 Million1.11% of portfolio
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Mercer Global Advisors Inc Denver, CO2.78MShares$61.7 Million0.13% of portfolio