Instrumental Wealth, LLC Ishares Tr Ibonds Dec 2028 Ter Call Options Transaction History
Instrumental Wealth, LLC
- $103 Billion
- Q3 2024
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding IBDT
# of Institutions
300Shares Held
67.3MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.07MShares$178 Million0.02% of portfolio
-
Aptus Capital Advisors, LLC3.33MShares$83.7 Million1.36% of portfolio
-
Morgan Stanley New York, NY3.07MShares$77 Million0.01% of portfolio
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Capital Investment Advisors, LLC2.57MShares$64.5 Million1.37% of portfolio
-
Capital Advisors Inc2.53MShares$63.7 Million1.33% of portfolio