Org Wealth Partners, LLC Ishares Core S&P Sm Cap ETF Call Options Transaction History
Org Wealth Partners, LLC
- $301 Billion
- Q3 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding IJR
# of Institutions
2,492Shares Held
489MCall Options Held
727KPut Options Held
97.4K-
Northwestern Mutual Wealth Management CO34.9MShares$4.09 Billion3.68% of portfolio
-
Bank Of America Corp Charlotte, NC30.4MShares$3.56 Billion0.29% of portfolio
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Morgan Stanley New York, NY18.2MShares$2.13 Billion0.15% of portfolio
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Envestnet Asset Management Inc17.1MShares$2 Billion0.65% of portfolio
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Wells Fargo & Company San Francisco, CA15.9MShares$1.87 Billion0.42% of portfolio