Straight Path Wealth Management Ishares Tr Ibonds Dec 2028 Ter Call Options Transaction History
Straight Path Wealth Management
- $208 Million
- Q3 2024
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding IBDT
# of Institutions
299Shares Held
67MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.07MShares$177 Million0.02% of portfolio
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Aptus Capital Advisors, LLC3.33MShares$83.3 Million1.36% of portfolio
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Morgan Stanley New York, NY3.07MShares$76.7 Million0.01% of portfolio
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Capital Investment Advisors, LLC2.57MShares$64.3 Million1.37% of portfolio
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Capital Advisors Inc2.53MShares$63.4 Million1.33% of portfolio