Goal Fusion Wealth Management, LLC Ishares Barclays 0 5 Year Tips Call Options Transaction History
Goal Fusion Wealth Management, LLC
- $180 Million
- Q3 2024
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding STIP
# of Institutions
624Shares Held
53.9MCall Options Held
33.5KPut Options Held
0-
Betterment LLC New York, NY3.87MShares$391 Million0.94% of portfolio
-
Personal Capital Advisors Corp2.47MShares$250 Million1.16% of portfolio
-
Modera Wealth Management, LLC1.81MShares$183 Million2.36% of portfolio
-
Black Rock Inc. New York, NY1.81MShares$182 Million0.0% of portfolio
-
Tiedemann Advisors, LLC1.52MShares$154 Million6.39% of portfolio