Orba Wealth Advisors, L.L.C. Ishares Tr Ishares Core Msci P Call Options Transaction History

Orba Wealth Advisors, L.L.C.

$121 Billion
Q3 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding IPAC

# of Institutions

169

Shares Held

18.5M

Call Options Held

0

Put Options Held

0

Ronald Blue Trust, Inc. Brentwood, TN

6.82M
Shares

$507 Million
5.75% of portfolio
Jpmorgan Chase & CO New York, NY

1.13M
Shares

$84.1 Million
0.01% of portfolio
Assetmark, Inc

989K
Shares

$73.6 Million
0.16% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

966K
Shares

$71.8 Million
0.01% of portfolio
Morgan Stanley New York, NY

882K
Shares

$65.7 Million
0.0% of portfolio

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