Octavia Wealth Advisors, LLC Ishares Tr Call Options Transaction History
Octavia Wealth Advisors, LLC
- $990 Million
- Q3 2025
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding IMTB
# of Institutions
54Shares Held
4.98MCall Options Held
0Put Options Held
0-
Mariner, LLC Overland Park, KS1.17MShares$52 Million0.08% of portfolio
-
Fin Trust Capital Advisors, LLC505KShares$22.4 Million3.9% of portfolio
-
Destination Wealth Management457KShares$20.3 Million0.6% of portfolio
-
Wealth Enhancement Advisory Services, LLC428KShares$19 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC283KShares$12.6 Million0.0% of portfolio