Shared Vision Wealth Group LLC Ishares Morningstar Value ETF Put Options Transaction History
Shared Vision Wealth Group LLC
- $187 Billion
- Q3 2024
Put Options
0 transactions
| Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
|---|
Others Institutions Holding ILCV
# of Institutions
136Shares Held
8.09MCall Options Held
117KPut Options Held
0-
Equitable Holdings, Inc. New York, NY941KShares$76.3 Million0.78% of portfolio
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Bank Of America Corp Charlotte, NC791KShares$64.2 Million0.01% of portfolio
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Steele Capital Management, Inc. Dubuque, IA694KShares$56.3 Million3.0% of portfolio
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Matrix Trust CO693KShares$56.2 Million10.65% of portfolio
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Ubs Group Ag500KShares$40.5 Million0.01% of portfolio