Dougherty Wealth Advisers LLC Ishares Russell Midcap Value E Put Options Transaction History
Dougherty Wealth Advisers LLC
- $113 Million
- Q1 2024
Put Options
0 transactions
Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
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Others Institutions Holding IWS
# of Institutions
898Shares Held
103MCall Options Held
56.7KPut Options Held
2.2K-
Tiaa, Fsb St. Louis, MO12.9MShares$1.55 Billion5.15% of portfolio
-
Tiaa Trust, National Association Charlotte, NC12.6MShares$1.51 Billion4.83% of portfolio
-
Morgan Stanley New York, NY7.96MShares$954 Million0.08% of portfolio
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Jones Financial Companies Lllp7.82MShares$937 Million1.34% of portfolio
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Bank Of America Corp Charlotte, NC4.4MShares$528 Million0.05% of portfolio