Cyndeo Wealth Partners, LLC Ishares Barclays 10 20 Yr Trea Call Options Transaction History
Cyndeo Wealth Partners, LLC
- $1.27 Billion
- Q2 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding TLH
# of Institutions
467Shares Held
65.5MCall Options Held
27.5KPut Options Held
18.1K-
Bank Of America Corp Charlotte, NC11MShares$1.2 Billion0.1% of portfolio
-
Forum Financial Management, LP Lombard, IL6.92MShares$760 Million14.65% of portfolio
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Envestnet Asset Management Inc4.9MShares$538 Million0.18% of portfolio
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Wells Fargo & Company San Francisco, CA3.73MShares$410 Million0.09% of portfolio
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Truist Financial Corp3.25MShares$357 Million0.51% of portfolio