My Legacy Advisors, LLC Ishares Tr Esg Aware Usd Corpo 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 |
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Others Institutions Holding SUSC
# of Institutions
285Shares Held
42MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc8.4MShares$196 Million0.06% of portfolio
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Jpmorgan Chase & CO New York, NY3.67MShares$85.5 Million0.01% of portfolio
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Wealthfront Advisers LLC3.04MShares$70.8 Million0.19% of portfolio
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Envestnet Portfolio Solutions, Inc. Berwyn, PA1.91MShares$44.5 Million0.18% of portfolio
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Lpl Financial LLC Fort Mill, SC1.91MShares$44.4 Million0.02% of portfolio