Integrated Wealth Concepts LLC Blackrock Short Maturity Munic Call Options Transaction History
Integrated Wealth Concepts LLC
- $8.16 Billion
- Q4 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding MEAR
# of Institutions
188Shares Held
12.9MCall Options Held
0Put Options Held
0-
Rockwood Wealth Management, LLC New Hope, PA1.79MShares$89.6 Million9.16% of portfolio
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Resonant Capital Advisors, LLC1.23MShares$61.7 Million4.38% of portfolio
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Bank Of America Corp Charlotte, NC919KShares$46 Million0.0% of portfolio
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Foster Group, Inc.520KShares$26 Million1.02% of portfolio
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Envestnet Asset Management Inc428KShares$21.4 Million0.01% of portfolio