Towerpoint Wealth, LLC Ishares Morningstar Value ETF Call Options Transaction History
Towerpoint Wealth, LLC
- $197 Million
- Q1 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding ILCV
# of Institutions
125Shares Held
8.31MCall Options Held
117KPut Options Held
0-
Equitable Holdings, Inc. New York, NY1.18MShares$91.8 Million1.06% of portfolio
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Bank Of America Corp Charlotte, NC861KShares$66.9 Million0.01% of portfolio
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Steele Capital Management, Inc. Dubuque, IA820KShares$63.7 Million3.62% of portfolio
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Matrix Trust CO815KShares$63.4 Million14.05% of portfolio
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Ubs Group Ag498KShares$38.7 Million0.01% of portfolio