Marshall & Sterling Wealth Advisors Inc. Ishares Core S&P U.S. Value Et Call Options Transaction History
Marshall & Sterling Wealth Advisors Inc.
- $148 Billion
- Q2 2025
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding IUSV
# of Institutions
830Shares Held
185MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC74.4MShares$7.48 Billion0.53% of portfolio
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Lpl Financial LLC Fort Mill, SC15.2MShares$1.53 Billion0.51% of portfolio
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Morgan Stanley New York, NY9.02MShares$907 Million0.06% of portfolio
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Jones Financial Companies Lllp6.13MShares$617 Million0.42% of portfolio
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Envestnet Asset Management Inc5.81MShares$584 Million0.18% of portfolio