Impact Partnership Wealth, LLC Blackrock Short Maturity Bond Call Options Transaction History
Impact Partnership Wealth, LLC
- $542 Billion
- Q2 2025
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding NEAR
# of Institutions
402Shares Held
47.3MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC3.5MShares$179 Million0.01% of portfolio
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Morgan Stanley New York, NY2.67MShares$136 Million0.01% of portfolio
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Wells Fargo & Company San Francisco, CA2.61MShares$133 Million0.03% of portfolio
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Clearwater Capital Advisors, LLC2.61MShares$133 Million13.35% of portfolio
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Lpl Financial LLC Fort Mill, SC2.56MShares$131 Million0.05% of portfolio