Vest Gen Advisors, LLC Ishares Tr Us Broker Dealers & Call Options Transaction History

Vest Gen Advisors, LLC

$2.2 Trillion
Q1 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding IAI

# of Institutions

197

Shares Held

6.72M

Call Options Held

38K

Put Options Held

103K

Raymond James & Associates St Petersburg, FL

880K
Shares

$124 Million
0.07% of portfolio
Ken Fisher Fisher Asset Management, LLC | Camas, Wa

710K
Shares

$100 Million
0.04% of portfolio
Harel Insurance Investments & Financial Services Ltd.

640K
Shares

$90.2 Million
1.17% of portfolio
Assetmark, Inc

575K
Shares

$81 Million
0.22% of portfolio
Morgan Stanley New York, NY

470K
Shares

$66.2 Million
0.0% of portfolio

About ISHARES TR US BROKER-DEALERS &

Ticker IAI
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Vest Gen Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Vest Gen Advisors, LLC with notifications on news.