Mascoma Wealth Management LLC Ishares Tr Esg Aware Usd Corpo Call Options Transaction History
Mascoma Wealth Management LLC
- $389 Million
- Q1 2025
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding SUSC
# of Institutions
284Shares Held
40.4MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc7.47MShares$170 Million0.06% of portfolio
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Jpmorgan Chase & CO New York, NY3.67MShares$83.6 Million0.01% of portfolio
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Wealthfront Advisers LLC2.61MShares$59.5 Million0.17% of portfolio
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Lpl Financial LLC Fort Mill, SC1.91MShares$43.4 Million0.02% of portfolio
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Envestnet Portfolio Solutions, Inc. Berwyn, PA1.9MShares$43.2 Million0.18% of portfolio