Instrumental Wealth, LLC Ishares Tr Ibonds Dec 2028 Ter Call Options Transaction History
Instrumental Wealth, LLC
- $230 Billion
- Q1 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding IBDT
# of Institutions
272Shares Held
55.3MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.49MShares$162 Million0.02% of portfolio
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Morgan Stanley New York, NY2.41MShares$60 Million0.0% of portfolio
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Capital Investment Advisors, LLC2.39MShares$59.7 Million1.36% of portfolio
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Capital Advisors Inc2.27MShares$56.7 Million1.23% of portfolio
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Aptus Capital Advisors, LLC1.81MShares$45.1 Million0.91% of portfolio