Cabot Wealth Management Inc Ishares Tr Ibonds Dec 2029 Ter Call Options Transaction History
Cabot Wealth Management Inc
- $794 Million
- Q3 2024
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding IBDU
# of Institutions
233Shares Held
59.8MCall Options Held
0Put Options Held
0-
Ameriprise Financial Inc Minneapolis, MN4.59MShares$105 Million0.03% of portfolio
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Capital Advisors Inc3.65MShares$83.7 Million1.77% of portfolio
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Aptus Capital Advisors, LLC3.18MShares$72.8 Million1.19% of portfolio
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Morgan Stanley New York, NY2.76MShares$63.1 Million0.0% of portfolio
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Bank Of America Corp Charlotte, NC2.55MShares$58.5 Million0.01% of portfolio