Summit Wealth Partners, LLC Ishares Ibonds 2025 Term High Call Options Transaction History
Summit Wealth Partners, LLC
- $519 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 IBHE
# of Institutions
113Shares Held
14.4MCall Options Held
0Put Options Held
0-
Arrow Financial Corp1.44MShares$33.4 Million3.14% of portfolio
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Bank Of America Corp Charlotte, NC1.22MShares$28.3 Million0.0% of portfolio
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Raymond James Financial Services Advisors, Inc. St. Petersburg, FL907KShares$21 Million0.03% of portfolio
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Lpl Financial LLC Fort Mill, SC804KShares$18.7 Million0.01% of portfolio
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Wells Fargo & Company San Francisco, CA765KShares$17.8 Million0.0% of portfolio