Accretive Wealth Partners, LLC Ishares Tr Ibonds Dec 2032 Ter Call Options Transaction History
Accretive Wealth Partners, LLC
- $236 Million
- Q2 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding IBTM
# of Institutions
58Shares Held
7.22MCall Options Held
0Put Options Held
0-
Krilogy Financial LLC1.72MShares$40.4 Million3.0% of portfolio
-
Ubs Group Ag1.43MShares$33.5 Million0.01% of portfolio
-
Stratos Wealth Partners, Ltd.512KShares$12 Million0.19% of portfolio
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Confluence Investment Management LLC430KShares$10.1 Million0.14% of portfolio
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Truist Financial Corp356KShares$8.36 Million0.01% of portfolio