Wr Wealth Planners, LLC Ishares Tr 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 SHV
# of Institutions
713Shares Held
102MCall Options Held
0Put Options Held
0-
Milliman Financial Risk Management LLC Chicago, IL18.2MShares$2 Billion31.24% of portfolio
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Jpmorgan Chase & CO New York, NY9.03MShares$995 Million0.08% of portfolio
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Black Rock Inc. New York, NY7.58MShares$835 Million0.02% of portfolio
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Morgan Stanley New York, NY5.21MShares$574 Million0.05% of portfolio
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Wells Fargo & Company San Francisco, CA4.09MShares$451 Million0.11% of portfolio