Planned Solutions, Inc. Ishares Tr Put Options Transaction History

Planned Solutions, Inc.

$231 Million
Q1 2025

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding LRGF

# of Institutions

223

Shares Held

35.6M

Call Options Held

0

Put Options Held

0

Strategic Financial Services, Inc, Utica, NY

3.73M
Shares

$240 Million
12.71% of portfolio
Halbert Hargrove Global Advisors, LLC

3.39M
Shares

$218 Million
11.09% of portfolio
Sig Fig Wealth Management, LLC San Francisco, CA

1.98M
Shares

$127 Million
4.11% of portfolio
Tolleson Wealth Management, Inc. Dallas, TX

1.88M
Shares

$121 Million
21.04% of portfolio
Wells Fargo & Company San Francisco, CA

1.88M
Shares

$121 Million
0.03% of portfolio

About ISHARES TR

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