Integrated Wealth Concepts LLC Blackrock Short Maturity Munic Call Options Transaction History
Integrated Wealth Concepts LLC
- $9.24 Billion
- Q2 2025
Call Options
	  0 transactions
	
  | Quarter | Operation | Price Per call | calls change | calls Held | SEC Form | 
|---|
Others Institutions Holding MEAR
# of Institutions
205Shares Held
18.4MCall Options Held
0Put Options Held
0- 
    
      Morgan Stanley New York, NY3.1MShares$156 Million0.01% of portfolio
- 
    
      Rockwood Wealth Management, LLC New Hope, PA2.03MShares$102 Million8.18% of portfolio
- 
    
      Resonant Capital Advisors, LLC1.37MShares$69.2 Million4.11% of portfolio
- 
    
      Bank Of America Corp Charlotte, NC1.15MShares$57.9 Million0.0% of portfolio
- 
    
      Captrust Financial Advisors Raleigh, NC585KShares$29.5 Million0.07% of portfolio