Kellett Schaffner Wealth Advisors LLC Ishares Tr U S Utils ETF Put Options Transaction History
Kellett Schaffner Wealth Advisors LLC
- $107 Million
- Q3 2024
Put Options
0 transactions
| Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
|---|
Others Institutions Holding IDU
# of Institutions
283Shares Held
7.81MCall Options Held
0Put Options Held
0-
Hsbc Holdings PLC London, X01.04MShares$101 Million0.06% of portfolio
-
Destination Wealth Management637KShares$61.7 Million2.04% of portfolio
-
Morgan Stanley New York, NY582KShares$56.4 Million0.0% of portfolio
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Pgim Custom Harvest LLC Newark, NJ457KShares$44.3 Million0.95% of portfolio
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Fil LTD Hamilton, D0420KShares$40.7 Million0.04% of portfolio