Cyndeo Wealth Partners, LLC Ishares Tr Call Options Transaction History
Cyndeo Wealth Partners, LLC
- $1.4 Billion
- Q3 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding MBB
# of Institutions
944Shares Held
327MCall Options Held
152KPut Options Held
48.5K-
Bank Of America Corp Charlotte, NC74.2MShares$6.8 Billion0.6% of portfolio
-
Jpmorgan Chase & CO New York, NY34.7MShares$3.18 Billion0.27% of portfolio
-
Envestnet Asset Management Inc27.4MShares$2.52 Billion0.87% of portfolio
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Lpl Financial LLC Fort Mill, SC19.2MShares$1.76 Billion0.84% of portfolio
-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa18.3MShares$1.67 Billion0.72% of portfolio