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

No transaction found.

Others Institutions Holding GBF

# of Institutions

75

Shares Held

1.18M

Call Options Held

0

Put Options Held

0

Destination Wealth Management

192K
Shares

$20.2 Million
0.58% of portfolio
Morgan Stanley New York, NY

120K
Shares

$12.7 Million
0.0% of portfolio
Resources Investment Advisors, Llc. Overland Park, KS

106K
Shares

$11.2 Million
0.13% of portfolio
Bank Of America Corp Charlotte, NC

104K
Shares

$11 Million
0.0% of portfolio
Jpmorgan Chase & CO New York, NY

93.4K
Shares

$9.81 Million
0.0% of portfolio

About ISHARES TR

Ticker GBF
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