Running Point Capital Advisors, LLC Ishares Barclays 20+ Year Trea Call Options Transaction History

Running Point Capital Advisors, LLC

$241 Million
Q2 2024

Call Options

1 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form
Q4 2020 Feb 04, 2021	BUY	$155.16 - $163.36 $108,612 - $114,352	700 New	700 $110,000

Others Institutions Holding TLT

# of Institutions

1,270

Shares Held

401M

Call Options Held

120M

Put Options Held

93.8M

Bank Of America Corp Charlotte, NC

59.8M
Shares

$5.84 Billion
0.49% of portfolio
Morgan Stanley New York, NY

43.5M
Shares

$4.25 Billion
0.31% of portfolio
Rafferty Asset Management, LLC New York, NY

39.9M
Shares

$3.9 Billion
13.68% of portfolio
Northwestern Mutual Wealth Management CO

32.6M
Shares

$3.19 Billion
2.96% of portfolio
Black Rock Inc. New York, NY

16.6M
Shares

$1.62 Billion
0.04% of portfolio

About ISHARES BARCLAYS 20+ YEAR TREA

Ticker TLT
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Running Point Capital Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Running Point Capital Advisors, LLC with notifications on news.