Schmidt P J Investment Management Inc Ishares Tr Esg Aware Usd Corpo Call Options Transaction History
Schmidt P J Investment Management Inc
- $562 Million
- Q2 2025
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding SUSC
# of Institutions
281Shares Held
41.5MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc8.4MShares$198 Million0.06% of portfolio
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Jpmorgan Chase & CO New York, NY3.67MShares$86.5 Million0.01% of portfolio
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Wealthfront Advisers LLC3.04MShares$71.6 Million0.19% of portfolio
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Lpl Financial LLC Fort Mill, SC2.4MShares$56.5 Million0.02% of portfolio
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Envestnet Portfolio Solutions, Inc. Berwyn, PA1.91MShares$45 Million0.18% of portfolio