United Financial Planning Group LLC Ishares Core Total Usd Bond Ma 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 IUSB
# of Institutions
845Shares Held
690MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc123MShares$5.74 Billion1.78% of portfolio
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Jones Financial Companies Lllp71.4MShares$3.32 Billion2.29% of portfolio
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Black Rock Inc. New York, NY59.9MShares$2.79 Billion0.06% of portfolio
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Wells Fargo & Company San Francisco, CA46.6MShares$2.17 Billion0.43% of portfolio
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Lpl Financial LLC Fort Mill, SC44.5MShares$2.08 Billion0.65% of portfolio