Castleview Partners, LLC Flexshares Tr Iboxx 5 Yr Targe Call Options Transaction History
Castleview Partners, LLC
- $144 Million
- Q3 2024
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding TDTF
# of Institutions
61Shares Held
25.9MCall Options Held
0Put Options Held
0-
Northern Trust Corp Chicago, IL13.6MShares$317 Million0.05% of portfolio
-
Ronald Blue Trust, Inc. Brentwood, TN4.24MShares$98.8 Million1.28% of portfolio
-
Wealth Architects, LLC2.41MShares$56.2 Million6.86% of portfolio
-
Capital Analysts, LLC Fort Washington, PA2.16MShares$50.3 Million2.12% of portfolio
-
Lake Point Wealth Management537KShares$12.5 Million7.7% of portfolio