Shore Haven Wealth Partners, LLC Ishares Tr Convertible Bond Et Call Options Transaction History
Shore Haven Wealth Partners, LLC
- $178 Million
- Q1 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding ICVT
# of Institutions
292Shares Held
14.4MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC2MShares$157 Million0.02% of portfolio
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Assetmark, Inc1.49MShares$117 Million0.39% of portfolio
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Envestnet Asset Management Inc956KShares$75.3 Million0.03% of portfolio
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Lpl Financial LLC Fort Mill, SC464KShares$36.6 Million0.02% of portfolio
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Amg National Trust Bank450KShares$35.4 Million1.05% of portfolio