Sound Financial Strategies Group, LLC Ishares Core S&P Total U.S. St Call Options Transaction History
Sound Financial Strategies Group, LLC
- $109 Million
- Q4 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding ITOT
# of Institutions
1,561Shares Held
313MCall Options Held
53KPut Options Held
29.4K-
Wells Fargo & Company San Francisco, CA55.3MShares$6.35 Billion1.64% of portfolio
-
Black Rock Inc. New York, NY48.8MShares$5.6 Billion0.13% of portfolio
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Betterment LLC New York, NY11.8MShares$1.35 Billion3.65% of portfolio
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Morgan Stanley New York, NY10.5MShares$1.21 Billion0.1% of portfolio
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Wealthfront Advisers LLC9.75MShares$1.12 Billion3.69% of portfolio