Destination Wealth Management Ishares Tr Call Options Transaction History
Destination Wealth Management
- $3.14 Billion
- Q1 2025
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding IMTB
# of Institutions
55Shares Held
4.87MCall Options Held
0Put Options Held
0-
Mariner, LLC Overland Park, KS1.18MShares$51.3 Million0.09% of portfolio
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Octavia Wealth Advisors, LLC581KShares$25.3 Million2.91% of portfolio
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Fin Trust Capital Advisors, LLC505KShares$22 Million3.9% of portfolio
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Wealth Enhancement Advisory Services, LLC457KShares$19.9 Million0.04% of portfolio
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Bank Of America Corp Charlotte, NC272KShares$11.9 Million0.0% of portfolio