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
100Shares Held
2.8MCall Options Held
0Put Options Held
0-
Sun Life Financial Inc Toronto, A6823KShares$37.7 Million2.03% of portfolio
-
Becker Capital Management Inc203KShares$9.3 Million0.3% of portfolio
-
Lpl Financial LLC Fort Mill, SC140KShares$6.41 Million0.0% of portfolio
-
Bsw Wealth Partners Boulder, CO97.9KShares$4.48 Million0.66% of portfolio
-
Better Money Decisions, LLC93KShares$4.26 Million2.93% of portfolio