Wr Wealth Planners, LLC Ishares Barclays 3 7 Yr Treas Call Options Transaction History

Wr Wealth Planners, LLC

$347 Million
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding IEI

# of Institutions

744

Shares Held

85.2M

Call Options Held

144K

Put Options Held

1.79M

Jpmorgan Chase & CO New York, NY

9.62M
Shares

$1.12 Billion
0.09% of portfolio
Invesco Ltd. Atlanta, GA

6.4M
Shares

$744 Million
0.15% of portfolio
Bank Of America Corp Charlotte, NC

5.69M
Shares

$662 Million
0.06% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

4.19M
Shares

$488 Million
1.03% of portfolio
Envestnet Asset Management Inc

3.92M
Shares

$456 Million
0.16% of portfolio

About ISHARES BARCLAYS 3-7 YR TREAS

Ticker IEI
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wr Wealth Planners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wr Wealth Planners, LLC with notifications on news.