Topel & Distasi Wealth Management, LLC Ishares Tr Esg Screened S&P 50 Put Options Transaction History
Topel & Distasi Wealth Management, LLC
- $241 Million
- Q3 2024
Put Options
0 transactions
| Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
|---|
Others Institutions Holding XVV
# of Institutions
102Shares Held
2.86MCall Options Held
0Put Options Held
0-
Sun Life Financial Inc Toronto, A6823KShares$38.7 Million2.03% of portfolio
-
Becker Capital Management Inc203KShares$9.55 Million0.3% of portfolio
-
Lpl Financial LLC Fort Mill, SC140KShares$6.58 Million0.0% of portfolio
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Bsw Wealth Partners Boulder, CO95KShares$4.46 Million0.64% of portfolio
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Better Money Decisions, LLC93.8KShares$4.41 Million2.95% of portfolio