Curio Wealth, LLC Ishares Core S&P U.S. Value Et Call Options Transaction History
Curio Wealth, LLC
- $244 Billion
- Q3 2025
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding IUSV
# of Institutions
838Shares Held
185MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC80.2MShares$8.13 Billion0.56% of portfolio
-
Lpl Financial LLC Fort Mill, SC15.8MShares$1.6 Billion0.49% of portfolio
-
Morgan Stanley New York, NY9.08MShares$920 Million0.06% of portfolio
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Jones Financial Companies Lllp6.13MShares$621 Million0.42% of portfolio
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Envestnet Asset Management Inc5.81MShares$589 Million0.18% of portfolio