Falcon Wealth Planning Ishares Core S&P U.S Growth Et Call Options Transaction History
Falcon Wealth Planning
- $889 Million
- Q2 2025
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding IUSG
# of Institutions
859Shares Held
121MCall Options Held
300Put Options Held
100-
Bank Of America Corp Charlotte, NC43.1MShares$6.75 Billion0.45% of portfolio
-
Morgan Stanley New York, NY13.6MShares$2.13 Billion0.13% of portfolio
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Lpl Financial LLC Fort Mill, SC13.1MShares$2.05 Billion0.68% of portfolio
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Jones Financial Companies Lllp6.09MShares$954 Million0.7% of portfolio
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Envestnet Asset Management Inc2.05MShares$321 Million0.09% of portfolio