Creative Planning Ishares Morningstar Mid Cap Va Put Options Transaction History
Creative Planning
- $101 Billion
- Q3 2024
Put Options
0 transactions
Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
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Others Institutions Holding IMCV
# of Institutions
147Shares Held
5.16MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY821KShares$64.1 Million0.0% of portfolio
-
Equitable Holdings, Inc. New York, NY404KShares$31.6 Million0.31% of portfolio
-
Orgel Wealth Management, LLC345KShares$26.9 Million0.69% of portfolio
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Raymond James Financial Services Advisors, Inc. St. Petersburg, FL270KShares$21 Million0.03% of portfolio
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Steele Capital Management, Inc. Dubuque, IA198KShares$15.4 Million0.8% of portfolio