Alera Investment Advisors, LLC Ishares Msci Usa Small Cap Mul Call Options Transaction History
Alera Investment Advisors, LLC
- $822 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 SMLF
# of Institutions
152Shares Held
14.4MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY3.78MShares$238 Million14.65% of portfolio
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Wells Fargo & Company San Francisco, CA1.36MShares$85.9 Million0.02% of portfolio
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Acropolis Investment Management, LLC773KShares$48.7 Million3.05% of portfolio
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Ullmann Wealth Partners Group, LLC536KShares$33.7 Million4.68% of portfolio
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Black Rock Inc. New York, NY499KShares$31.4 Million0.0% of portfolio