Phillips Financial Management, LLC Ishares Tr Ibonds Dec 2024 Ter Call Options Transaction History
Phillips Financial Management, LLC
- $1.25 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 IBTE
# of Institutions
294Shares Held
61.8MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC4.99MShares$120 Million0.01% of portfolio
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Hm Payson & CO Portland, ME3.74MShares$89.6 Million1.54% of portfolio
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Captrust Financial Advisors Raleigh, NC3.5MShares$84 Million0.25% of portfolio
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Morgan Stanley New York, NY3.48MShares$83.5 Million0.01% of portfolio
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Hills Bank & Trust CO1.95MShares$46.6 Million3.7% of portfolio