Mowery & Schoenfeld Wealth Management, LLC Ishares Barclays 0 5 Year Tips Call Options Transaction History

Mowery & Schoenfeld Wealth Management, LLC

$63.3 Billion
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding STIP

# of Institutions

624

Shares Held

53.9M

Call Options Held

33.5K

Put Options Held

Betterment LLC New York, NY

3.87M
Shares

$390 Million
0.94% of portfolio
Personal Capital Advisors Corp

2.47M
Shares

$249 Million
1.16% of portfolio
Modera Wealth Management, LLC

1.81M
Shares

$183 Million
2.36% of portfolio
Black Rock Inc. New York, NY

1.81M
Shares

$182 Million
0.0% of portfolio
Tiedemann Advisors, LLC

1.52M
Shares

$153 Million
6.39% of portfolio

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