Falcon Wealth Planning Ishare Morningstar Mid Cap Gro Call Options Transaction History
Falcon Wealth Planning
- $798 Million
- Q3 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding IMCG
# of Institutions
339Shares Held
17.1MCall Options Held
0Put Options Held
0-
Ameriprise Financial Inc Minneapolis, MN1.21MShares$94.4 Million0.02% of portfolio
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Lpl Financial LLC Fort Mill, SC987KShares$76.9 Million0.03% of portfolio
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Morgan Stanley New York, NY794KShares$61.9 Million0.0% of portfolio
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Raymond James Financial Services Advisors, Inc. St. Petersburg, FL696KShares$54.2 Million0.07% of portfolio
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Northwestern Mutual Wealth Management CO603KShares$47 Million0.04% of portfolio