Captrust Financial Advisors Blackrock Short Maturity Munic Call Options Transaction History
Captrust Financial Advisors
- $46.7 Billion
- Q3 2025
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding MEAR
# of Institutions
211Shares Held
19.6MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY3.42MShares$172 Million0.01% of portfolio
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Rockwood Wealth Management, LLC New Hope, PA2.03MShares$102 Million8.18% of portfolio
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Resonant Capital Advisors, LLC1.37MShares$69.1 Million4.11% of portfolio
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Bank Of America Corp Charlotte, NC1.08MShares$54.4 Million0.0% of portfolio
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Integrated Wealth Concepts LLC658KShares$33.1 Million0.33% of portfolio