Parisi Gray Wealth Management Wisdomtree Floating Rate Treas Call Options Transaction History
Parisi Gray Wealth Management
- $266 Million
- Q1 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding USFR
# of Institutions
497Shares Held
229MCall Options Held
0Put Options Held
0-
Summit Trail Advisors, LLC New York, NY24.8MShares$1.25 Billion33.69% of portfolio
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Bank Of America Corp Charlotte, NC24.3MShares$1.22 Billion0.12% of portfolio
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Morgan Stanley New York, NY20.7MShares$1.04 Billion0.08% of portfolio
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Jpmorgan Chase & CO New York, NY13.2MShares$663 Million0.06% of portfolio
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Lpl Financial LLC Fort Mill, SC13MShares$656 Million0.36% of portfolio