Kelly Financial Services LLC Blackrock Short Maturity Munic Call Options Transaction History
Kelly Financial Services LLC
- $258 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 MEAR
# of Institutions
150Shares Held
13MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC2.4MShares$120 Million0.01% of portfolio
-
Jpmorgan Chase & CO New York, NY1.39MShares$69.8 Million0.01% of portfolio
-
Resonant Capital Advisors, LLC1.12MShares$56.2 Million4.21% of portfolio
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Rockwood Wealth Management, LLC New Hope, PA952KShares$47.7 Million5.27% of portfolio
-
Integrated Wealth Concepts LLC703KShares$35.2 Million0.5% of portfolio