Wealth Architects, LLC Flexshares Tr Iboxx 5 Yr Targe Call Options Transaction History
Wealth Architects, LLC
- $846 Million
- Q1 2025
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding TDTF
# of Institutions
72Shares Held
32MCall Options Held
0Put Options Held
0-
Northern Trust Corp Chicago, IL15.2MShares$365 Million0.06% of portfolio
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Ronald Blue Trust, Inc. Brentwood, TN6.95MShares$167 Million2.2% of portfolio
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Capital Analysts, LLC Fort Washington, PA2.49MShares$59.5 Million2.25% of portfolio
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Cheviot Value Management, LLC874KShares$21 Million2.59% of portfolio
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Lake Point Wealth Management537KShares$12.9 Million7.7% of portfolio