Guidance Point Advisors, LLC Ishares Tr Ibonds Dec 2032 Ter Call Options Transaction History
Guidance Point Advisors, LLC
- $339 Million
- Q1 2025
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding IBTM
# of Institutions
77Shares Held
9.9MCall Options Held
0Put Options Held
0-
Krilogy Financial LLC1.98MShares$44.5 Million3.26% of portfolio
-
Ubs Group Ag1.64MShares$36.8 Million0.01% of portfolio
-
Parcion Private Wealth LLC Bellevue, WA937KShares$21.1 Million1.81% of portfolio
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Confluence Investment Management LLC426KShares$9.58 Million0.15% of portfolio
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Raymond James Financial Inc St. Petersburg, FL423KShares$9.51 Million0.0% of portfolio