Edge Financial Advisors LLC Ishares Tr Call Options Transaction History
Edge Financial Advisors LLC
- $113 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 INTF
# of Institutions
142Shares Held
38.7MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY7.77MShares$232 Million14.4% of portfolio
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Halbert Hargrove Global Advisors, LLC2.86MShares$85.4 Million4.97% of portfolio
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Tolleson Wealth Management, Inc. Dallas, TX2.44MShares$72.9 Million14.08% of portfolio
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Balasa Dinverno & Foltz LLC Itasca, IL2.44MShares$72.8 Million3.22% of portfolio
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Clearwater Capital Advisors, LLC1.76MShares$52.5 Million5.74% of portfolio