Willow Creek Wealth Management Inc. Spdr Portfolio Aggregate Bond Call Options Transaction History
Willow Creek Wealth Management Inc.
- $782 Million
- Q4 2023
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding SPAB
# of Institutions
492Shares Held
260MCall Options Held
800Put Options Held
0-
Lpl Financial LLC Fort Mill, SC26.2MShares$661 Million0.31% of portfolio
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Cwm, LLC15.1MShares$380 Million1.69% of portfolio
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State Street Corp Boston, MA12.9MShares$325 Million0.01% of portfolio
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Cliftonlarsonallen Wealth Advisors, LLC11.9MShares$301 Million7.2% of portfolio
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Envestnet Asset Management Inc11.5MShares$291 Million0.1% of portfolio