Mascoma Wealth Management LLC Ishares Morningstar Value ETF Call Options Transaction History
Mascoma Wealth Management LLC
- $396 Million
- Q4 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding ILCV
# of Institutions
144Shares Held
8.88MCall Options Held
117KPut Options Held
0-
Equitable Holdings, Inc. New York, NY924KShares$77.2 Million0.74% of portfolio
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Bank Of America Corp Charlotte, NC791KShares$66.1 Million0.01% of portfolio
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Steele Capital Management, Inc. Dubuque, IA690KShares$57.7 Million2.91% of portfolio
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Matrix Trust CO689KShares$57.6 Million9.7% of portfolio
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Ubs Group Ag500KShares$41.8 Million0.01% of portfolio