Balanced Rock Investment Advisor Ishares Esg Advanced Msci Usa Call Options Transaction History
Balanced Rock Investment Advisor
- $128 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 USXF
# of Institutions
234Shares Held
18.6MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc4.55MShares$228 Million0.07% of portfolio
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Black Rock Inc. New York, NY2.69MShares$135 Million0.0% of portfolio
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Envestnet Portfolio Solutions, Inc. Berwyn, PA1.36MShares$68.2 Million0.24% of portfolio
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Sig Fig Wealth Management, LLC San Francisco, CA623KShares$31.3 Million1.11% of portfolio
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Lpl Financial LLC Fort Mill, SC586KShares$29.4 Million0.01% of portfolio