Donaldson Capital Management, LLC Blackrock Short Maturity Munic Call Options Transaction History
Donaldson Capital Management, LLC
- $2.59 Billion
- Q3 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding MEAR
# of Institutions
155Shares Held
11.8MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY1.39MShares$69.9 Million0.01% of portfolio
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Bank Of America Corp Charlotte, NC1.15MShares$57.8 Million0.0% of portfolio
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Resonant Capital Advisors, LLC1.12MShares$56.3 Million4.21% of portfolio
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Rockwood Wealth Management, LLC New Hope, PA952KShares$47.8 Million5.27% of portfolio
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Integrated Wealth Concepts LLC695KShares$34.9 Million0.45% of portfolio