Octavia Wealth Advisors, LLC Ishares Tr Call Options Transaction History
Octavia Wealth Advisors, LLC
- $818 Million
- Q1 2025
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding IMTB
# of Institutions
52Shares Held
4.29MCall Options Held
0Put Options Held
0-
Mariner, LLC Overland Park, KS1.15MShares$49.7 Million0.08% of portfolio
-
Fin Trust Capital Advisors, LLC505KShares$21.8 Million3.9% of portfolio
-
Wealth Enhancement Advisory Services, LLC473KShares$20.4 Million0.04% of portfolio
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Destination Wealth Management435KShares$18.8 Million0.58% of portfolio
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Bank Of America Corp Charlotte, NC207KShares$8.96 Million0.0% of portfolio