Institutional & Family Asset Management, LLC Ishares U S ETF Tr Int Rate He Call Options Transaction History

Institutional & Family Asset Management, LLC

$846 Million
Q2 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding LQDH

# of Institutions

100

Shares Held

3.8M

Call Options Held

Put Options Held

Destination Wealth Management

789K
Shares

$71.3 Million
2.31% of portfolio
Milestone Asset Management, LLC Pittsburgh, PA

413K
Shares

$37.3 Million
8.11% of portfolio
Bank Of America Corp Charlotte, NC

309K
Shares

$27.9 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

248K
Shares

$22.4 Million
0.01% of portfolio
Leo Wealth, LLC Hurst, TX

226K
Shares

$20.4 Million
1.88% of portfolio

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About ISHARES U S ETF TR INT RATE HE

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