Shore Haven Wealth Partners, LLC Ishares Tr Convertible Bond Et Put Options Transaction History
Shore Haven Wealth Partners, LLC
- $178 Million
- Q1 2024
Put Options
0 transactions
Quarter | Operation | Price Per put | puts change | puts 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$158 Million0.02% of portfolio
-
Assetmark, Inc1.49MShares$117 Million0.39% of portfolio
-
Envestnet Asset Management Inc956KShares$75.5 Million0.03% of portfolio
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Lpl Financial LLC Fort Mill, SC464KShares$36.7 Million0.02% of portfolio
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Amg National Trust Bank450KShares$35.5 Million1.05% of portfolio