Liberty Wealth Management LLC Pimco ETF Tr 1 5 Yr Us Tips In Call Options Transaction History
Liberty Wealth Management LLC
- $578 Million
- Q4 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding STPZ
# of Institutions
125Shares Held
8.85MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH1.5MShares$81.3 Million0.53% of portfolio
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Morgan Stanley New York, NY911KShares$49.2 Million0.0% of portfolio
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Bank Of America Corp Charlotte, NC553KShares$29.9 Million0.0% of portfolio
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Tiaa Trust, National Association Charlotte, NC489KShares$26.4 Million0.08% of portfolio
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Ameritas Advisory Services, LLC Lincoln, NE486KShares$26.3 Million1.11% of portfolio