Lyell Wealth Management, LP Ishares Tr Ibonds Dec 2032 Ter Call Options Transaction History
Lyell Wealth Management, LP
- $978 Million
- Q1 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding IBDX
# of Institutions
103Shares Held
18.7MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC1.63MShares$40.1 Million0.0% of portfolio
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Capital Investment Advisors, LLC1.33MShares$32.7 Million0.78% of portfolio
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Summitry LLC Foster City, CA1.31MShares$32.1 Million1.75% of portfolio
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Gateway Advisory, LLC Westfield, NJ1.22MShares$29.9 Million5.87% of portfolio
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Aptus Capital Advisors, LLC1.15MShares$28.3 Million0.58% of portfolio