Diversify Wealth Management, LLC Ishares Tr Core Conservative A Call Options Transaction History
Diversify Wealth Management, LLC
- $1.04 Trillion
- Q3 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding AOK
# of Institutions
166Shares Held
4.76MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC460KShares$17.6 Million0.01% of portfolio
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Sargent Bickham Lagudis LLC405KShares$15.5 Million1.12% of portfolio
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Black Rock Inc. New York, NY328KShares$12.5 Million0.0% of portfolio
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Lido Advisors, LLC Los Angeles, CA205KShares$7.82 Million0.04% of portfolio
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Geo Wealth Management, LLC Chicago, IL192KShares$7.32 Million0.27% of portfolio