Level Financial Advisors, Inc. Ishares Tr Esg Aware Usd Corpo Call Options Transaction History
Level Financial Advisors, Inc.
- $218 Million
- Q2 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding SUSC
# of Institutions
247Shares Held
37.5MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc7.87MShares$182 Million0.07% of portfolio
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Envestnet Portfolio Solutions, Inc. Berwyn, PA2.66MShares$61.3 Million0.23% of portfolio
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Jpmorgan Chase & CO New York, NY2.31MShares$53.4 Million0.0% of portfolio
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Ameriprise Financial Inc Minneapolis, MN2.12MShares$48.9 Million0.01% of portfolio
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Wealthfront Advisers LLC2.06MShares$47.4 Million0.17% of portfolio