Cassady Schiller Wealth Management, LLC Pimco ETF Tr Enhanced Sht Matu Call Options Transaction History
Cassady Schiller Wealth Management, LLC
- $236 Million
- Q2 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding MINT
# of Institutions
713Shares Held
90MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY23.1MShares$2.33 Billion0.21% of portfolio
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Wells Fargo & Company San Francisco, CA9.1MShares$914 Million0.23% of portfolio
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Morgan Stanley New York, NY8.09MShares$813 Million0.06% of portfolio
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Assetmark, Inc6.06MShares$609 Million1.9% of portfolio
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Hb Wealth Management, LLC2.99MShares$301 Million3.5% of portfolio