Wealth Architects, LLC Flexshares Tr Iboxx 5 Yr Targe Call Options Transaction History
Wealth Architects, LLC
- $827 Million
- Q4 2024
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding TDTF
# of Institutions
71Shares Held
29.3MCall Options Held
0Put Options Held
0-
Northern Trust Corp Chicago, IL14MShares$338 Million0.05% of portfolio
-
Ronald Blue Trust, Inc. Brentwood, TN6.95MShares$168 Million2.2% of portfolio
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Capital Analysts, LLC Fort Washington, PA2.2MShares$53.1 Million2.05% of portfolio
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Cheviot Value Management, LLC874KShares$21.2 Million2.59% of portfolio
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Lake Point Wealth Management537KShares$13 Million7.7% of portfolio