Straight Path Wealth Management Ishares Tr Ibonds 2028 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 IBHH
# of Institutions
55Shares Held
9.59MCall Options Held
0Put Options Held
0-
Gamma Investing LLC Foster City, CA4.68MShares$109 Million1.07% of portfolio
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Baltimore Washington Financial Advisors, Inc.923KShares$21.6 Million1.17% of portfolio
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Lbmc Investment Advisors, LLC836KShares$19.6 Million1.55% of portfolio
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New Edge Advisors, LLC New Orleans, LA558KShares$13.1 Million0.08% of portfolio
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Apollon Wealth Management, LLC Mount Pleasant, SC316KShares$7.39 Million0.17% of portfolio