Sea Crest Wealth Management, LLC Flexshares Tr Iboxx 5 Yr Targe Put Options Transaction History
Sea Crest Wealth Management, LLC
- $852 Million
- Q1 2025
Put Options
0 transactions
| Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
|---|
Others Institutions Holding TDTF
# of Institutions
69Shares Held
29.1MCall Options Held
0Put Options Held
0-
Northern Trust Corp Chicago, IL14MShares$338 Million0.05% of portfolio
-
Ronald Blue Trust, Inc. Brentwood, TN6.95MShares$168 Million2.2% of portfolio
-
Wealth Architects, LLC2.52MShares$60.9 Million7.07% of portfolio
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Capital Analysts, LLC Fort Washington, PA2.2MShares$53.1 Million2.05% of portfolio
-
Lake Point Wealth Management537KShares$13 Million7.7% of portfolio