Wr Wealth Planners, LLC Ishares U.S. ETF Trust Gsci CO Call Options Transaction History
Wr Wealth Planners, LLC
- $347 Million
- Q3 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding COMT
# of Institutions
169Shares Held
32MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA13.5MShares$359 Million0.07% of portfolio
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Axiom Advisory, LLC San Diego, CA5.53MShares$147 Million1.31% of portfolio
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Truist Financial Corp2.51MShares$66.6 Million0.11% of portfolio
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Bank Of America Corp Charlotte, NC2.5MShares$66.5 Million0.01% of portfolio
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Envestnet Asset Management Inc1.01MShares$26.9 Million0.01% of portfolio