United Financial Planning Group LLC Ishares Global Reit ETF Call Options Transaction History
United Financial Planning Group LLC
- $159 Billion
- Q3 2025
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding REET
# of Institutions
333Shares Held
69.2MCall Options Held
18.6KPut Options Held
200-
Valmark Advisers, Inc.6.05MShares$152 Million2.03% of portfolio
-
Northwestern Mutual Wealth Management CO5.43MShares$137 Million0.09% of portfolio
-
Black Rock Inc. New York, NY5.38MShares$136 Million0.0% of portfolio
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M&T Bank Corp4.79MShares$121 Million0.42% of portfolio
-
Morgan Stanley New York, NY3.45MShares$87 Million0.01% of portfolio