Modern Wealth Management, LLC Ishares Tr Ishares Core Msci P Put Options Transaction History

Modern Wealth Management, LLC

$1.65 Trillion
Q3 2024

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding IPAC

# of Institutions

142

Shares Held

26M

Call Options Held

0

Put Options Held

0

Ronald Blue Trust, Inc. Brentwood, TN

7.9M
Shares

$498 Million
6.59% of portfolio
Municipal Employees' Retirement System Of Michigan

6.4M
Shares

$404 Million
5.62% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

1.4M
Shares

$88.3 Million
0.02% of portfolio
Assetmark, Inc

1.15M
Shares

$72.2 Million
0.22% of portfolio
Jpmorgan Chase & CO New York, NY

960K
Shares

$60.5 Million
0.01% of portfolio

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