Landmark Wealth Management, Inc. Ishares Tr Call Options Transaction History

Landmark Wealth Management, Inc.

$201 Billion
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding INTF

# of Institutions

148

Shares Held

39.9M

Call Options Held

0

Put Options Held

0

Strategic Financial Services, Inc, Utica, NY

7.88M
Shares

$227 Million
14.75% of portfolio
Halbert Hargrove Global Advisors, LLC

2.86M
Shares

$82.3 Million
4.97% of portfolio
Tolleson Wealth Management, Inc. Dallas, TX

2.5M
Shares

$71.8 Million
14.96% of portfolio
Balasa Dinverno & Foltz LLC Itasca, IL

2.44M
Shares

$70.1 Million
3.22% of portfolio
Clearwater Capital Advisors, LLC

1.79M
Shares

$51.5 Million
5.78% of portfolio

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