Essential Planning, Llc. Ishares Tr Ibonds Dec 2025 Ter Call Options Transaction History
Essential Planning, Llc.
- $209 Million
- Q1 2024
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding IBTF
# of Institutions
240Shares Held
75.1MCall Options Held
0Put Options Held
0-
Captrust Financial Advisors Raleigh, NC13.9MShares$321 Million1.08% of portfolio
-
Ubs Group Ag3.92MShares$90.8 Million0.02% of portfolio
-
Morgan Stanley New York, NY3.79MShares$87.9 Million0.01% of portfolio
-
Hm Payson & CO Portland, ME3.31MShares$76.8 Million1.43% of portfolio
-
Bank Of America Corp Charlotte, NC3.17MShares$73.4 Million0.01% of portfolio