Trivant Custom Portfolio Group, LLC Ishares Morningstar Mid Cap Va Call Options Transaction History
Trivant Custom Portfolio Group, LLC
- $173 Billion
- Q3 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding IMCV
# of Institutions
141Shares Held
5.21MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY807KShares$61.8 Million0.0% of portfolio
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Equitable Holdings, Inc. New York, NY393KShares$30.1 Million0.3% of portfolio
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Orgel Wealth Management, LLC345KShares$26.4 Million0.69% of portfolio
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Bank Of America Corp Charlotte, NC339KShares$26 Million0.0% of portfolio
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Raymond James Financial Services Advisors, Inc. St. Petersburg, FL270KShares$20.7 Million0.03% of portfolio