Plante Moran Financial Advisors, LLC Ishares Morningstar U.S. Equit Call Options Transaction History
Plante Moran Financial Advisors, LLC
- $927 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 ILCB
# of Institutions
160Shares Held
4.2MCall Options Held
0Put Options Held
0-
Equitable Holdings, Inc. New York, NY457KShares$35 Million0.39% of portfolio
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Ameriprise Financial Inc Minneapolis, MN455KShares$34.9 Million0.01% of portfolio
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Morgan Stanley New York, NY438KShares$33.5 Million0.0% of portfolio
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Wealth Enhancement Advisory Services, LLC192KShares$14.7 Million0.04% of portfolio
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Lpl Financial LLC Fort Mill, SC185KShares$14.2 Million0.01% of portfolio