Shelton Wealth Management, LLC Ishares Tr Ibonds Dec 2027 Ter Call Options Transaction History
Shelton Wealth Management, LLC
- $174 Million
- Q2 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding IBTH
# of Institutions
165Shares Held
26.8MCall Options Held
0Put Options Held
0-
Globalt Investments LLC / Ga Atlanta, GA3.23MShares$72 Million2.85% of portfolio
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Morgan Stanley New York, NY3.09MShares$68.7 Million0.01% of portfolio
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Confluence Investment Management LLC1.38MShares$30.9 Million0.46% of portfolio
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New Edge Advisors, LLC New Orleans, LA1.36MShares$30.2 Million0.27% of portfolio
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Bank Of America Corp Charlotte, NC1.31MShares$29.3 Million0.0% of portfolio