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 IYM
# of Institutions
212Shares Held
2.09MCall Options Held
4.9KPut Options Held
0-
Pgim Custom Harvest LLC Newark, NJ304KShares$44 Million0.69% of portfolio
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Morgan Stanley New York, NY226KShares$32.8 Million0.0% of portfolio
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Citigroup Inc204KShares$29.5 Million0.01% of portfolio
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Bank Of America Corp Charlotte, NC130KShares$18.8 Million0.0% of portfolio
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Commerce Bank Kansas City, MO114KShares$16.4 Million0.1% of portfolio