Orgel Wealth Management, LLC Ishares National Muni Bond ETF Call Options Transaction History
Orgel Wealth Management, LLC
- $3.93 Billion
- Q2 2025
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding MUB
# of Institutions
1,738Shares Held
321MCall Options Held
5.73MPut Options Held
2.36M-
Bank Of America Corp Charlotte, NC31.5MShares$3.36 Billion0.25% of portfolio
-
Envestnet Asset Management Inc20.4MShares$2.17 Billion0.65% of portfolio
-
Betterment LLC New York, NY18.6MShares$1.98 Billion4.13% of portfolio
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Creative Planning Overland Park, KS12.3MShares$1.31 Billion1.11% of portfolio
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Lpl Financial LLC Fort Mill, SC10.6MShares$1.13 Billion0.39% of portfolio