Selective Wealth Management, Inc. Ishares Tr Call Options Transaction History
Selective Wealth Management, Inc.
- $308 Million
 - Q3 2025
 
Call Options
	  0 transactions
	
  | Quarter | Operation | Price Per call | calls change | calls Held | SEC Form | 
|---|
Others Institutions Holding GBF
# of Institutions
79Shares Held
1.23MCall Options Held
0Put Options Held
0- 
    
      Destination Wealth Management187KShares$19.8 Million0.59% of portfolio
 - 
    
      Morgan Stanley New York, NY118KShares$12.5 Million0.0% of portfolio
 - 
    
      Resources Investment Advisors, Llc. Overland Park, KS112KShares$11.8 Million0.14% of portfolio
 - 
    
      Jpmorgan Chase & CO New York, NY101KShares$10.8 Million0.0% of portfolio
 - 
    
      Bank Of America Corp Charlotte, NC91.8KShares$9.75 Million0.0% of portfolio