Lyell Wealth Management, LP Ishares Tr Ibonds Dec 2031 Ter Call Options Transaction History
Lyell Wealth Management, LP
- $1.04 Billion
- Q2 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding IBDW
# of Institutions
140Shares Held
36.3MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA3.5MShares$73.8 Million0.02% of portfolio
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Aptus Capital Advisors, LLC2.57MShares$54.2 Million1.0% of portfolio
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Bank Of America Corp Charlotte, NC2.01MShares$42.3 Million0.0% of portfolio
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Morgan Stanley New York, NY1.93MShares$40.7 Million0.0% of portfolio
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Capital Investment Advisors, LLC1.91MShares$40.4 Million0.89% of portfolio