Legacy Wealth Managment, Llc/Id Ishares Barclays 0 5 Year Tips Put Options Transaction History
Legacy Wealth Managment, Llc/Id
- $120 Million
- Q2 2025
Put Options
0 transactions
| Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
|---|
Others Institutions Holding STIP
# of Institutions
798Shares Held
72.1MCall Options Held
3KPut Options Held
0-
Betterment LLC New York, NY3.82MShares$394 Million0.94% of portfolio
-
Envestnet Asset Management Inc3.25MShares$334 Million0.1% of portfolio
-
Personal Capital Advisors Corp2.47MShares$255 Million1.16% of portfolio
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Modera Wealth Management, LLC2.03MShares$209 Million2.64% of portfolio
-
Ritholtz Wealth Management2.02MShares$209 Million4.68% of portfolio