Cm Wealth Advisors LLC Ishares Core S&P Sm Cap ETF Call Options Transaction History
Cm Wealth Advisors LLC
- $210 Million
- Q2 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding IJR
# of Institutions
2,522Shares Held
493MCall Options Held
736KPut Options Held
97.4K-
Northwestern Mutual Wealth Management CO34.9MShares$3.98 Billion3.68% of portfolio
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Bank Of America Corp Charlotte, NC30.4MShares$3.47 Billion0.29% of portfolio
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Morgan Stanley New York, NY18.2MShares$2.08 Billion0.15% of portfolio
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Envestnet Asset Management Inc17.1MShares$1.95 Billion0.65% of portfolio
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Wells Fargo & Company San Francisco, CA15.9MShares$1.81 Billion0.42% of portfolio