Mogy Joel R Investment Counsel Inc Ishares Tr Esg Screened S&P 50 Call Options Transaction History
Mogy Joel R Investment Counsel Inc
- $1.67 Billion
- Q4 2024
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding XVV
# of Institutions
101Shares Held
2.82MCall Options Held
0Put Options Held
0-
Sun Life Financial Inc Toronto, A6823KShares$38.6 Million2.03% of portfolio
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Becker Capital Management Inc203KShares$9.53 Million0.3% of portfolio
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Lpl Financial LLC Fort Mill, SC140KShares$6.56 Million0.0% of portfolio
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Bsw Wealth Partners Boulder, CO95KShares$4.46 Million0.64% of portfolio
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Better Money Decisions, LLC93KShares$4.36 Million2.93% of portfolio