Precedent Wealth Partners, LLC Ishares Tr Ibonds Dec 2031 Ter Call Options Transaction History
Precedent Wealth Partners, LLC
- $303 Billion
- Q3 2024
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding IBDW
# of Institutions
149Shares Held
39.2MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA3.5MShares$71.7 Million0.02% of portfolio
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Aptus Capital Advisors, LLC2.57MShares$52.7 Million1.0% of portfolio
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Capital Investment Advisors, LLC2.2MShares$45.1 Million0.98% of portfolio
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Bank Of America Corp Charlotte, NC2.01MShares$41.1 Million0.0% of portfolio
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Venture Visionary Partners LLC1.94MShares$39.8 Million1.83% of portfolio