First Purpose Wealth LLC Ishares Tr Call Options Transaction History
First Purpose Wealth LLC
- $275 Million
- Q1 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding EMB
# of Institutions
971Shares Held
142MCall Options Held
4.61MPut Options Held
10.6M-
Wells Fargo & Company San Francisco, CA17MShares$1.53 Billion0.35% of portfolio
-
Betterment LLC New York, NY9.03MShares$816 Million1.93% of portfolio
-
Jones Financial Companies Lllp7.78MShares$703 Million0.66% of portfolio
-
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, FL5.5MShares$497 Million15.69% of portfolio
-
Envestnet Asset Management Inc5.23MShares$473 Million0.16% of portfolio