Family Wealth Partners, LLC Ishares Tr Core Conservative A Call Options Transaction History

Family Wealth Partners, LLC

$219 Billion
Q1 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding AOK

# of Institutions

181

Shares Held

7.57M

Call Options Held

0

Put Options Held

0

Envestnet Asset Management Inc

674K
Shares

$25 Million
0.01% of portfolio
Raymond James Financial Inc St. Petersburg, FL

618K
Shares

$22.9 Million
0.01% of portfolio
Cetera Investment Advisers Schaumburg, IL

496K
Shares

$18.4 Million
0.04% of portfolio
Lpl Financial LLC Fort Mill, SC

454K
Shares

$16.9 Million
0.01% of portfolio
Curran Financial Partners, LLC

407K
Shares

$15.1 Million
4.35% of portfolio

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