Levy Wealth Management Group, LLC Ishares Tr Ishares Esg Aware 1 Call Options Transaction History
Levy Wealth Management Group, LLC
- $390 Million
- Q2 2024
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding SUSB
# of Institutions
310Shares Held
28MCall Options Held
0Put Options Held
0-
Goldman Sachs Group Inc New York, NY2.72MShares$67.1 Million0.01% of portfolio
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Envestnet Asset Management Inc1.88MShares$46.5 Million0.02% of portfolio
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Morgan Stanley New York, NY1.1MShares$27.1 Million0.0% of portfolio
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Wealthspire Advisors, LLC New York, NY918KShares$22.6 Million0.24% of portfolio
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Royal Bank Of Canada Toronto, A6728KShares$17.9 Million0.0% of portfolio