Element Wealth, LLC Ishares Tr Ibonds Dec 2029 Ter Call Options Transaction History
Element Wealth, LLC
- $209 Million
- Q2 2025
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding IBDU
# of Institutions
313Shares Held
91.9MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.12MShares$143 Million0.01% of portfolio
-
Aptus Capital Advisors, LLC4.73MShares$110 Million1.22% of portfolio
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Capital Advisors Inc4.46MShares$104 Million1.92% of portfolio
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Morgan Stanley New York, NY4.08MShares$95.2 Million0.01% of portfolio
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Shufro Rose & CO LLC3.59MShares$83.8 Million7.66% of portfolio