Guidance Point Advisors, LLC Ishares Tr Ibonds Dec 2030 Ter Call Options Transaction History
Guidance Point Advisors, LLC
- $375 Million
- Q2 2025
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding IBTK
# of Institutions
139Shares Held
19.5MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA2.69MShares$53.4 Million0.01% of portfolio
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Bank Of America Corp Charlotte, NC1.38MShares$27.4 Million0.0% of portfolio
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Envestnet Asset Management Inc1.15MShares$22.9 Million0.01% of portfolio
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Titleist Asset Management, LLC San Antonio, TX1.03MShares$20.4 Million2.03% of portfolio
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Farmer Steven Patrick850KShares$16.9 Million0.28% of portfolio