Act Wealth Management, LLC Flexshares Tr Iboxx 5 Yr Targe Put Options Transaction History
Act Wealth Management, LLC
- $225 Million
- Q3 2024
Put Options
0 transactions
| Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
|---|
Others Institutions Holding TDTF
# of Institutions
64Shares Held
26.3MCall Options Held
0Put Options Held
0-
Northern Trust Corp Chicago, IL14.1MShares$330 Million0.06% of portfolio
-
Ronald Blue Trust, Inc. Brentwood, TN4.24MShares$99.6 Million1.28% of portfolio
-
Wealth Architects, LLC2.41MShares$56.7 Million6.86% of portfolio
-
Capital Analysts, LLC Fort Washington, PA2.08MShares$49 Million2.16% of portfolio
-
Lake Point Wealth Management537KShares$12.6 Million7.7% of portfolio