Straight Path Wealth Management Ishares Tr Ibonds 2029 Term Hi Call Options Transaction History
Straight Path Wealth Management
- $218 Million
- Q1 2025
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding IBHI
# of Institutions
58Shares Held
3.54MCall Options Held
0Put Options Held
0-
Lbmc Investment Advisors, LLC512KShares$12.1 Million0.88% of portfolio
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Keeler T Homas Management LLC356KShares$8.41 Million4.38% of portfolio
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Morgan Stanley New York, NY329KShares$7.79 Million0.0% of portfolio
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Commonwealth Equity Services, LLC310KShares$7.34 Million0.01% of portfolio
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Commonwealth Financial Services, LLC Parkersburg, WV306KShares$7.24 Million1.4% of portfolio