Mascoma Wealth Management LLC Jpmorgan International Bond Op Call Options Transaction History
Mascoma Wealth Management LLC
- $400 Million
- Q3 2024
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding JPIB
# of Institutions
121Shares Held
7.96MCall Options Held
0Put Options Held
0-
Avantax Planning Partners, Inc.483KShares$23 Million0.85% of portfolio
-
Bank Of America Corp Charlotte, NC455KShares$21.7 Million0.0% of portfolio
-
Adamsbrown Wealth Consultants LLC341KShares$16.2 Million5.77% of portfolio
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Mc Carthy & Cox Marysville, OH328KShares$15.6 Million6.12% of portfolio
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Forth Right Wealth Management, LLC284KShares$13.5 Million4.76% of portfolio