Straight Path Wealth Management Ishares Tr Ibonds Dec 2028 Ter Put Options Transaction History
Straight Path Wealth Management
- $262 Million
- Q2 2025
Put Options
0 transactions
| Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
|---|
Others Institutions Holding IBDT
# of Institutions
389Shares Held
92.6MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.82MShares$199 Million0.01% of portfolio
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Morgan Stanley New York, NY4.05MShares$103 Million0.01% of portfolio
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Laurel Wealth Advisors LLC Charlotte, NC3.63MShares$92.5 Million2.05% of portfolio
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Capital Investment Advisors, LLC3.22MShares$81.9 Million1.53% of portfolio
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Capital Advisors Inc3.06MShares$78 Million1.44% of portfolio