Topel & Distasi Wealth Management, LLC Ishares 0 5 Year Investment Gr Put Options Transaction History
Topel & Distasi Wealth Management, LLC
- $226 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 SLQD
# of Institutions
240Shares Held
47.6MCall Options Held
0Put Options Held
0-
Williams Financial, LLC Bennington, VT23.5MShares$1.17 Billion12.0% of portfolio
-
Morgan Stanley New York, NY2.74MShares$136 Million0.01% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.69MShares$84.1 Million0.02% of portfolio
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Ubs Group Ag1.25MShares$62.1 Million0.02% of portfolio
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Farmers & Merchants Investments Inc1.01MShares$50.2 Million1.7% of portfolio