Dean, Jacobson Financial Services, LLC Ishares Tr Put Options Transaction History
Dean, Jacobson Financial Services, LLC
- $133 Million
- Q3 2024
Put Options
0 transactions
Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
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Others Institutions Holding LRGF
# of Institutions
196Shares Held
32.8MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY4.29MShares$262 Million15.13% of portfolio
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Halbert Hargrove Global Advisors, LLC3.27MShares$199 Million10.63% of portfolio
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Sig Fig Wealth Management, LLC San Francisco, CA2.04MShares$124 Million4.26% of portfolio
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Tolleson Wealth Management, Inc. Dallas, TX2.03MShares$124 Million22.29% of portfolio
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Wells Fargo & Company San Francisco, CA1.85MShares$113 Million0.03% of portfolio