Bernardo Wealth Planning LLC Ishares Barclays 1 3 Year Trea 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 SHY
# of Institutions
1,206Shares Held
232MCall Options Held
362KPut Options Held
186K-
Morgan Stanley New York, NY37.4MShares$3.07 Billion0.23% of portfolio
-
Black Rock Inc. New York, NY22.2MShares$1.82 Billion0.04% of portfolio
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Bank Of America Corp Charlotte, NC14MShares$1.15 Billion0.1% of portfolio
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Captrust Financial Advisors Raleigh, NC8.47MShares$694 Million2.13% of portfolio
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Jpmorgan Chase & CO New York, NY7.81MShares$641 Million0.05% of portfolio