Forum Financial Management, LP Ishares Barclays 10 20 Yr Trea Call Options Transaction History
Forum Financial Management, LP
- $6.44 Billion
- Q3 2025
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding TLH
# of Institutions
646Shares Held
114MCall Options Held
74.5KPut Options Held
31.7K-
Envestnet Asset Management Inc24.8MShares$2.55 Billion0.79% of portfolio
-
Lpl Financial LLC Fort Mill, SC9.37MShares$962 Million0.3% of portfolio
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Bank Of America Corp Charlotte, NC7.94MShares$816 Million0.06% of portfolio
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Morgan Stanley New York, NY4.01MShares$412 Million0.03% of portfolio
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Jpmorgan Chase & CO New York, NY3.51MShares$361 Million0.02% of portfolio