Destination Wealth Management Ishares Tr 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 IMTB
# of Institutions
51Shares Held
3.58MCall Options Held
0Put Options Held
0-
Mariner, LLC Overland Park, KS1.15MShares$49.1 Million0.08% of portfolio
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Fin Trust Capital Advisors, LLC505KShares$21.6 Million3.9% of portfolio
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Octavia Wealth Advisors, LLC216KShares$9.24 Million1.12% of portfolio
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Bank Of America Corp Charlotte, NC207KShares$8.86 Million0.0% of portfolio
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Global Retirement Partners, LLC163KShares$6.95 Million0.2% of portfolio