Fonville Wealth Management LLC Jpmorgan Tr Us Aggregate Bond Call Options Transaction History
Fonville Wealth Management LLC
- $395 Billion
- Q2 2025
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding JAGG
# of Institutions
104Shares Held
21.6MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY5.59MShares$00.0% of portfolio
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Lpl Financial LLC Fort Mill, SC3.73MShares$00.0% of portfolio
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Envestnet Asset Management Inc1.6MShares$00.0% of portfolio
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Clearwater Capital Advisors, LLC972KShares$00.0% of portfolio
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Cambridge Investment Research Advisors, Inc.675KShares$00.09% of portfolio