Smallwood Wealth Investment Management, LLC Ishares Tr Call Options Transaction History

Smallwood Wealth Investment Management, LLC

$152 Million
Q1 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding ITB

# of Institutions

395

Shares Held

22.1M

Call Options Held

3.36M

Put Options Held

4.21M

Bank Of America Corp Charlotte, NC

7.23M
Shares

$666 Million
0.06% of portfolio
Goldman Sachs Group Inc New York, NY

1.89M
Shares

$174 Million
0.03% of portfolio
Morgan Stanley New York, NY

1.78M
Shares

$164 Million
0.01% of portfolio
Menora Mivtachim Holdings Ltd.

1.26M
Shares

$116 Million
0.78% of portfolio
Ubs Group Ag

1.17M
Shares

$108 Million
0.02% of portfolio

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