Core Wealth Partners LLC Ishares Barclays 0 5 Year Tips Call Options Transaction History
Core Wealth Partners LLC
- $146 Billion
- Q2 2024
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding STIP
# of Institutions
624Shares Held
54.3MCall Options Held
98.5KPut Options Held
3.2K-
Betterment LLC New York, NY3.37MShares$340 Million0.87% of portfolio
-
Personal Capital Advisors Corp2.47MShares$249 Million1.16% of portfolio
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Modera Wealth Management, LLC1.81MShares$182 Million2.36% of portfolio
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Black Rock Inc. New York, NY1.81MShares$182 Million0.0% of portfolio
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Bank Of America Corp Charlotte, NC1.58MShares$160 Million0.01% of portfolio