Liberty Wealth Management LLC Ishares Tr Core Aggressive All Put Options Transaction History

Liberty Wealth Management LLC

$569 Million
Q3 2024

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding AOA

# of Institutions

340

Shares Held

8.21M

Call Options Held

0

Put Options Held

0

North Star Asset Management LLC /Nj/ Hackettstown, NJ

2.19M
Shares

$175 Million
1.48% of portfolio
Rockefeller Capital Management L.P. New York, NY

515K
Shares

$41.1 Million
0.11% of portfolio
Assetmark, Inc

276K
Shares

$22 Million
0.06% of portfolio
Cambridge Investment Research Advisors, Inc.

192K
Shares

$15.3 Million
0.05% of portfolio
Mesirow Financial Investment Management, Inc.

159K
Shares

$12.7 Million
0.25% of portfolio

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