Independent Wealth Network Inc. Wisdomtree Floating Rate Treas Call Options Transaction History
Independent Wealth Network Inc.
- $218 Million
- Q3 2024
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding USFR
# of Institutions
530Shares Held
210MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY19.6MShares$985 Million0.07% of portfolio
-
Jpmorgan Chase & CO New York, NY19.5MShares$982 Million0.08% of portfolio
-
Summit Trail Advisors, LLC New York, NY17.7MShares$890 Million22.36% of portfolio
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Bank Of America Corp Charlotte, NC15.4MShares$772 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.9MShares$649 Million0.3% of portfolio