Wr Wealth Planners, LLC Ishares Tr Core Aggressive All Put Options Transaction History

Wr Wealth Planners, LLC

$347 Million
Q3 2024

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding AOA

# of Institutions

340

Shares Held

8.22M

Call Options Held

0

Put Options Held

0

North Star Asset Management LLC /Nj/ Hackettstown, NJ

2.19M
Shares

$173 Million
1.48% of portfolio
Rockefeller Capital Management L.P. New York, NY

479K
Shares

$37.8 Million
0.1% of portfolio
Assetmark, Inc

276K
Shares

$21.8 Million
0.06% of portfolio
Cambridge Investment Research Advisors, Inc.

192K
Shares

$15.1 Million
0.05% of portfolio
Mesirow Financial Investment Management, Inc.

159K
Shares

$12.6 Million
0.25% of portfolio

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