Topel & Distasi Wealth Management, LLC Ishares Tr Esg Screened S&P Mi Call Options Transaction History
Topel & Distasi Wealth Management, LLC
- $226 Million
- Q1 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
---|
Others Institutions Holding XJH
# of Institutions
108Shares Held
3.24MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC364KShares$15.2 Million0.0% of portfolio
-
Raymond James & Associates St Petersburg, FL360KShares$15 Million0.01% of portfolio
-
Eastern Bank265KShares$11.1 Million0.44% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL248KShares$10.4 Million0.01% of portfolio
-
Bailard, Inc.200KShares$8.35 Million0.22% of portfolio