United Financial Planning Group LLC Ishares Tr Call Options Transaction History
United Financial Planning Group LLC
- $159 Billion
- Q3 2025
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding EMB
# of Institutions
1,012Shares Held
134MCall Options Held
3.76MPut Options Held
15.5M-
Wells Fargo & Company San Francisco, CA18.7MShares$1.79 Billion0.35% of portfolio
-
Jpmorgan Chase & CO New York, NY11.4MShares$1.09 Billion0.07% of portfolio
-
Betterment LLC New York, NY6.72MShares$645 Million1.26% of portfolio
-
Envestnet Asset Management Inc4.57MShares$438 Million0.13% of portfolio
-
Bank Of America Corp Charlotte, NC3.93MShares$377 Million0.03% of portfolio