Selective Wealth Management, Inc. Blackrock Short Maturity Bond Call Options Transaction History
Selective Wealth Management, Inc.
- $239 Million
- Q3 2024
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding NEAR
# of Institutions
349Shares Held
38.8MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC3.38MShares$172 Million0.01% of portfolio
-
Bramshill Investments, LLC Naples, FL2.97MShares$151 Million16.79% of portfolio
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Clearwater Capital Advisors, LLC2.41MShares$122 Million12.68% of portfolio
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Morgan Stanley New York, NY2.34MShares$119 Million0.01% of portfolio
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Lpl Financial LLC Fort Mill, SC2.05MShares$104 Million0.05% of portfolio