Lyell Wealth Management, LP Ishares Tr Ibonds Dec 2027 Ter Put Options Transaction History
Lyell Wealth Management, LP
- $978 Million
- Q1 2024
Put Options
0 transactions
Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
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Others Institutions Holding IBDS
# of Institutions
324Shares Held
77.2MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.85MShares$164 Million0.02% of portfolio
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Shufro Rose & CO LLC5.12MShares$123 Million10.19% of portfolio
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Ameriprise Financial Inc Minneapolis, MN4.75MShares$114 Million0.03% of portfolio
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Capital Advisors Inc3.13MShares$75 Million1.62% of portfolio
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Morgan Stanley New York, NY2.98MShares$71.4 Million0.01% of portfolio