Wealthsource Partners, LLC Ishares Tr Ibonds Dec 2025 Ter Call Options Transaction History
Wealthsource Partners, LLC
- $1.52 Billion
- Q4 2023
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding IBTF
# of Institutions
252Shares Held
80.3MCall Options Held
0Put Options Held
0-
Captrust Financial Advisors Raleigh, NC15.4MShares$359 Million1.16% of portfolio
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Morgan Stanley New York, NY3.72MShares$86.6 Million0.01% of portfolio
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Hm Payson & CO Portland, ME3.71MShares$86.6 Million1.57% of portfolio
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Ubs Group Ag3.58MShares$83.5 Million0.02% of portfolio
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Bank Of America Corp Charlotte, NC3.35MShares$78.2 Million0.01% of portfolio