Connecticut Wealth Management, LLC Ishares Tr Ibonds Dec 2024 Ter Call Options Transaction History
Connecticut Wealth Management, LLC
- $2.06 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 IBTE
# of Institutions
42Shares Held
10MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY3.48MShares$83.1 Million0.01% of portfolio
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Inter Ocean Capital Group, LLC Nashville, TN1.49MShares$35.5 Million0.89% of portfolio
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Colony Group LLC Boston, MA556KShares$13.3 Million0.2% of portfolio
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Advisor Group Holdings, Inc. Phoenix, AZ552KShares$13.2 Million0.03% of portfolio
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Farmer Steven Patrick496KShares$11.8 Million0.19% of portfolio