James J. Burns & Company, LLC Ishares Morningstar Mid Cap Va Call Options Transaction History
James J. Burns & Company, LLC
- $553 Million
- Q3 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding IMCV
# of Institutions
140Shares Held
5.22MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY807KShares$63.3 Million0.0% of portfolio
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Equitable Holdings, Inc. New York, NY393KShares$30.8 Million0.3% of portfolio
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Orgel Wealth Management, LLC345KShares$27.1 Million0.69% of portfolio
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Bank Of America Corp Charlotte, NC339KShares$26.6 Million0.0% of portfolio
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Raymond James Financial Services Advisors, Inc. St. Petersburg, FL270KShares$21.2 Million0.03% of portfolio