Madison Wealth Partners, Inc Ishares Morningstar Mid Cap Va Put Options Transaction History
Madison Wealth Partners, Inc
- $405 Million
- Q2 2025
Put Options
0 transactions
Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
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Others Institutions Holding IMCV
# of Institutions
167Shares Held
5.74MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY717KShares$55.7 Million0.0% of portfolio
-
Equitable Holdings, Inc. New York, NY397KShares$30.8 Million0.29% of portfolio
-
Orgel Wealth Management, LLC360KShares$27.9 Million0.7% of portfolio
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Raymond James Financial Inc St. Petersburg, FL335KShares$26 Million0.01% of portfolio
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Raymond James Financial Services Advisors, Inc. St. Petersburg, FL270KShares$20.9 Million0.03% of portfolio