Straight Path Wealth Management Ishares Tr Call Options Transaction History
Straight Path Wealth Management
- $190 Million
- Q2 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding IBDV
# of Institutions
174Shares Held
38.5MCall Options Held
0Put Options Held
0-
Capital Investment Advisors, LLC2.4MShares$53.2 Million1.16% of portfolio
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Capital Advisors Inc2.23MShares$49.5 Million1.0% of portfolio
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Bank Of America Corp Charlotte, NC2.1MShares$46.6 Million0.0% of portfolio
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Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.93MShares$42.9 Million0.06% of portfolio
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Aptus Capital Advisors, LLC1.89MShares$41.9 Million0.77% of portfolio