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 |
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Others Institutions Holding IBDW
# of Institutions
157Shares Held
41.6MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA3.63MShares$73.8 Million0.02% of portfolio
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Aptus Capital Advisors, LLC3.55MShares$72.1 Million1.2% of portfolio
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Capital Investment Advisors, LLC2.2MShares$44.7 Million0.98% of portfolio
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Bank Of America Corp Charlotte, NC2.17MShares$44.1 Million0.0% of portfolio
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Morgan Stanley New York, NY2.16MShares$43.9 Million0.0% of portfolio