Tolleson Wealth Management, Inc. Ishares Tr Put Options Transaction History
Tolleson Wealth Management, Inc.
- $511 Million
- Q1 2024
Put Options
0 transactions
Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
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Others Institutions Holding INTF
# of Institutions
135Shares Held
33.9MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY6.99MShares$210 Million13.5% of portfolio
-
Balasa Dinverno & Foltz LLC Itasca, IL2.44MShares$73.1 Million3.22% of portfolio
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Integrated Wealth Concepts LLC2MShares$60.1 Million0.89% of portfolio
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Clearwater Capital Advisors, LLC1.78MShares$53.3 Million5.94% of portfolio
-
Brr Op Co, LLC1.61MShares$48.4 Million4.15% of portfolio