Core Wealth Partners LLC Ishares Barclays 10 20 Yr Trea Call Options Transaction History

Core Wealth Partners LLC

$174 Billion
Q4 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding TLH

# of Institutions

521

Shares Held

63.3M

Call Options Held

29.2K

Put Options Held

16.6K

Bank Of America Corp Charlotte, NC

9.79M
Shares

$974 Million
0.09% of portfolio
Forum Financial Management, LP Lombard, IL

7.37M
Shares

$734 Million
14.78% of portfolio
Wells Fargo & Company San Francisco, CA

4.04M
Shares

$402 Million
0.09% of portfolio
Envestnet Asset Management Inc

3.35M
Shares

$333 Million
0.11% of portfolio
Ameriprise Financial Inc Minneapolis, MN

2.97M
Shares

$296 Million
0.09% of portfolio

About ISHARES BARCLAYS 10-20 YR TREA

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