Kestra Investment Management, LLC Blackrock Short Maturity Munic Call Options Transaction History
Kestra Investment Management, LLC
- $3.19 Trillion
- Q2 2025
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
199Shares Held
16.2MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.93MShares$97.3 Million0.01% of portfolio
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Rockwood Wealth Management, LLC New Hope, PA1.91MShares$96.1 Million8.44% of portfolio
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Resonant Capital Advisors, LLC1.23MShares$62.1 Million4.03% of portfolio
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Bank Of America Corp Charlotte, NC1.15MShares$57.9 Million0.0% of portfolio
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Integrated Wealth Concepts LLC658KShares$33.1 Million0.36% of portfolio