Bernardo Wealth Planning LLC Ishares Core S&P U.S Growth Et Call Options Transaction History
Bernardo Wealth Planning LLC
- $412 Million
- Q3 2024
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding IUSG
# of Institutions
740Shares Held
115MCall Options Held
6.3KPut Options Held
3.3K-
Bank Of America Corp Charlotte, NC39.2MShares$5.57 Billion0.44% of portfolio
-
Lpl Financial LLC Fort Mill, SC14.9MShares$2.11 Billion0.9% of portfolio
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Morgan Stanley New York, NY13.1MShares$1.87 Billion0.13% of portfolio
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Jones Financial Companies Lllp7.08MShares$1.01 Billion0.96% of portfolio
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Envestnet Asset Management Inc2.16MShares$307 Million0.09% of portfolio