Lutz Financial Services LLC Ishares Morningstar U.S. Equit Put Options Transaction History

Lutz Financial Services LLC

$1.23 Billion
Q3 2024

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding ILCB

# of Institutions

179

Shares Held

5.62M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

509K
Shares

$42.5 Million
0.0% of portfolio
Equitable Holdings, Inc. New York, NY

437K
Shares

$36.5 Million
0.35% of portfolio
Ameriprise Financial Inc Minneapolis, MN

413K
Shares

$34.5 Million
0.01% of portfolio
Advisor Shares Investments LLC Bethesda, MD

372K
Shares

$31 Million
5.84% of portfolio
Wells Fargo & Company San Francisco, CA

364K
Shares

$30.4 Million
0.01% of portfolio

About ISHARES MORNINGSTAR U.S. EQUIT

Ticker ILCB
Sector ETFs
Industry ETFs

More about ILCB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Lutz Financial Services LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lutz Financial Services LLC with notifications on news.