Better Money Decisions, LLC Ishares Tr Esg Screened S&P 50 Call Options Transaction History
Better Money Decisions, LLC
- $126 Million
- Q1 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding XVV
# of Institutions
79Shares Held
3.26MCall Options Held
0Put Options Held
0-
Sun Life Financial Inc Toronto, A6823KShares$35.3 Million2.09% of portfolio
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Retirement Capital Strategies750KShares$32.2 Million12.35% of portfolio
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Becker Capital Management Inc234KShares$10 Million0.33% of portfolio
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Bsw Wealth Partners Boulder, CO110KShares$4.73 Million0.76% of portfolio
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Wharton Business Group, LLC Malvern, PA86.4KShares$3.71 Million0.17% of portfolio