Heirloom Wealth Management Ishares Tr Core Growth Allocat Call Options Transaction History
Heirloom Wealth Management
- $308 Million
- Q3 2024
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding AOR
# of Institutions
366Shares Held
14.4MCall Options Held
4KPut Options Held
0-
Black Rock Inc. New York, NY1.62MShares$93.7 Million0.0% of portfolio
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Jpmorgan Chase & CO New York, NY687KShares$39.8 Million0.0% of portfolio
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Mesirow Financial Investment Management, Inc.601KShares$34.9 Million0.72% of portfolio
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Bank Of America Corp Charlotte, NC578KShares$33.5 Million0.0% of portfolio
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Aspiriant, LLC444KShares$25.8 Million1.01% of portfolio