Forum Financial Management, LP Ishares S&P 500 Value ETF Call Options Transaction History
Forum Financial Management, LP
- $5.24 Billion
- Q3 2024
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding IVE
# of Institutions
1,532Shares Held
139MCall Options Held
91.7KPut Options Held
29.4K-
Jpmorgan Chase & CO New York, NY17MShares$3.26 Billion0.28% of portfolio
-
Envestnet Asset Management Inc12.9MShares$2.48 Billion0.84% of portfolio
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Morgan Stanley New York, NY12.5MShares$2.4 Billion0.18% of portfolio
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Bank Of America Corp Charlotte, NC7.95MShares$1.52 Billion0.13% of portfolio
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Wells Fargo & Company San Francisco, CA6.95MShares$1.33 Billion0.32% of portfolio