Tobias Financial Advisors, Inc. Blackrock Short Maturity Bond Call Options Transaction History
Tobias Financial Advisors, Inc.
- $635 Million
- Q3 2025
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding NEAR
# of Institutions
412Shares Held
48.1MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC3.5MShares$180 Million0.01% of portfolio
-
Morgan Stanley New York, NY3.16MShares$162 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA2.61MShares$134 Million0.03% of portfolio
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Clearwater Capital Advisors, LLC2.61MShares$134 Million13.35% of portfolio
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Lpl Financial LLC Fort Mill, SC2.56MShares$131 Million0.05% of portfolio