Aquire Wealth Advisors, LLC Ishares U S ETF Tr Int Rate He Call Options Transaction History
Aquire Wealth Advisors, LLC
- $372 Million
- Q2 2025
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding LQDH
# of Institutions
108Shares Held
4.41MCall Options Held
0Put Options Held
0-
Destination Wealth Management816KShares$75.9 Million2.4% of portfolio
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Milestone Asset Management, LLC Pittsburgh, PA413KShares$38.4 Million8.11% of portfolio
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Bank Of America Corp Charlotte, NC363KShares$33.8 Million0.0% of portfolio
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Lpl Financial LLC Fort Mill, SC273KShares$25.4 Million0.01% of portfolio
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Leo Wealth, LLC Hurst, TX241KShares$22.4 Million1.73% of portfolio