Opes Wealth Management LLC Ishares California Muni Bond E Put Options Transaction History
Opes Wealth Management LLC
- $514 Million
- Q3 2024
Put Options
0 transactions
Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
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Others Institutions Holding CMF
# of Institutions
289Shares Held
38.7MCall Options Held
5KPut Options Held
4.5K-
Charles Schwab Investment Management Inc San Francisco, CA13.2MShares$761 Million0.15% of portfolio
-
Morgan Stanley New York, NY1.8MShares$103 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.36MShares$78.1 Million0.01% of portfolio
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Ep Wealth Advisors, LLC Torrance, CA1.31MShares$75.3 Million0.68% of portfolio
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Facet Wealth, Inc.992KShares$57 Million1.6% of portfolio