Safir Wealth Advisors, LLC Ishares Short Term National Mu Call Options Transaction History
Safir Wealth Advisors, LLC
- $129 Million
- Q3 2024
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding SUB
# of Institutions
823Shares Held
69.3MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.1MShares$749 Million0.06% of portfolio
-
Mercer Global Advisors Inc Denver, CO6.31MShares$666 Million1.47% of portfolio
-
Envestnet Asset Management Inc5.98MShares$630 Million0.21% of portfolio
-
Morgan Stanley New York, NY3.63MShares$383 Million0.03% of portfolio
-
Sei Investments CO Oaks, PA2.64MShares$279 Million0.38% of portfolio