Lyell Wealth Management, LP Ishares Tr 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 IBDV
# of Institutions
194Shares Held
49.6MCall Options Held
0Put Options Held
0-
Ameriprise Financial Inc Minneapolis, MN4.3MShares$92.4 Million0.03% of portfolio
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Bank Of America Corp Charlotte, NC3.46MShares$74.4 Million0.01% of portfolio
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Capital Investment Advisors, LLC2.62MShares$56.3 Million1.21% of portfolio
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Aptus Capital Advisors, LLC2.6MShares$55.9 Million0.92% of portfolio
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Capital Advisors Inc2.33MShares$50 Million1.06% of portfolio