Destination Wealth Management Ishares U S ETF Tr Int Rate He Call Options Transaction History
Destination Wealth Management
- $3.17 Billion
- Q4 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding LQDH
# of Institutions
101Shares Held
3.8MCall Options Held
0Put Options Held
0-
Milestone Asset Management, LLC Pittsburgh, PA413KShares$37.4 Million8.11% of portfolio
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Bank Of America Corp Charlotte, NC309KShares$28 Million0.0% of portfolio
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Lpl Financial LLC Fort Mill, SC248KShares$22.4 Million0.01% of portfolio
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Leo Wealth, LLC Hurst, TX226KShares$20.4 Million1.88% of portfolio
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Leo Brokerage, LLC187KShares$17 Million1.99% of portfolio