Lyell Wealth Management, LP Ishares Tr Ibonds Dec 2029 Ter Call Options Transaction History
Lyell Wealth Management, LP
- $1.09 Billion
- Q3 2024
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding IBDU
# of Institutions
234Shares Held
59.8MCall Options Held
0Put Options Held
0-
Ameriprise Financial Inc Minneapolis, MN4.59MShares$105 Million0.03% of portfolio
-
Capital Advisors Inc3.65MShares$83.4 Million1.77% of portfolio
-
Aptus Capital Advisors, LLC3.18MShares$72.5 Million1.19% of portfolio
-
Morgan Stanley New York, NY2.76MShares$62.9 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC2.55MShares$58.3 Million0.01% of portfolio