Capital Planning Advisors, LLC Wisdomtree Floating Rate Treas Call Options Transaction History
Capital Planning Advisors, LLC
- $639 Million
- Q3 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding USFR
# of Institutions
529Shares Held
210MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY19.6MShares$986 Million0.07% of portfolio
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Jpmorgan Chase & CO New York, NY19.5MShares$984 Million0.08% of portfolio
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Summit Trail Advisors, LLC New York, NY17.7MShares$892 Million22.36% of portfolio
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Bank Of America Corp Charlotte, NC15.4MShares$774 Million0.07% of portfolio
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Lpl Financial LLC Fort Mill, SC12.9MShares$650 Million0.3% of portfolio