Primoris Wealth Advisors, LLC Ishares Core S&P Sm Cap ETF Put Options Transaction History
Primoris Wealth Advisors, LLC
- $139 Million
- Q3 2024
Put Options
0 transactions
Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
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Others Institutions Holding IJR
# of Institutions
2,566Shares Held
500MCall Options Held
1.04MPut Options Held
671K-
Northwestern Mutual Wealth Management CO36.3MShares$4.38 Billion3.79% of portfolio
-
Bank Of America Corp Charlotte, NC31MShares$3.74 Billion0.31% of portfolio
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Morgan Stanley New York, NY18.7MShares$2.25 Billion0.16% of portfolio
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Envestnet Asset Management Inc17.8MShares$2.14 Billion0.69% of portfolio
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Wells Fargo & Company San Francisco, CA16.1MShares$1.95 Billion0.44% of portfolio