Summit Wealth & Retirement Planning, Inc. Ishares S&P Smallcap 600 Value Call Options Transaction History
Summit Wealth & Retirement Planning, Inc.
- $300 Million
- Q3 2024
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding IJS
# of Institutions
849Shares Held
40.9MCall Options Held
20KPut Options Held
11.6K-
Morgan Stanley New York, NY3.49MShares$394 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC3.36MShares$380 Million0.03% of portfolio
-
M&T Bank Corp1.52MShares$171 Million0.54% of portfolio
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Regions Financial Corp1.5MShares$169 Million1.16% of portfolio
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Wells Fargo & Company San Francisco, CA1.3MShares$147 Million0.03% of portfolio