Topel & Distasi Wealth Management, LLC Ishares Tr Esg Screened S&P Mi Call Options Transaction History
Topel & Distasi Wealth Management, LLC
- $241 Million
- Q3 2024
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding XJH
# of Institutions
130Shares Held
3.96MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC473KShares$19.9 Million0.0% of portfolio
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Eastern Bank381KShares$16 Million0.3% of portfolio
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Raymond James & Associates St Petersburg, FL374KShares$15.7 Million0.01% of portfolio
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Bailard, Inc.206KShares$8.65 Million0.23% of portfolio
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Mariner, LLC Overland Park, KS193KShares$8.09 Million0.01% of portfolio