My Legacy Advisors, LLC Ishares Barclays 0 5 Year Tips Call Options Transaction History
My Legacy Advisors, LLC
- $269 Million
- Q2 2025
Call Options
	  0 transactions
	
  | Quarter | Operation | Price Per call | calls change | calls Held | SEC Form | 
|---|
Others Institutions Holding STIP
# of Institutions
848Shares Held
77.2MCall Options Held
4.5KPut Options Held
0- 
    
      Betterment LLC New York, NY4.01MShares$415 Million0.88% of portfolio
- 
    
      Envestnet Asset Management Inc3.25MShares$336 Million0.1% of portfolio
- 
    
      Lpl Financial LLC Fort Mill, SC2.88MShares$298 Million0.1% of portfolio
- 
    
      Personal Capital Advisors Corp2.47MShares$256 Million1.16% of portfolio
- 
    
      Ritholtz Wealth Management2.15MShares$222 Million4.4% of portfolio