James J. Burns & Company, LLC Ishares Morningstar Mid Cap Va Call Options Transaction History
James J. Burns & Company, LLC
- $553 Million
- Q3 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding IMCV
# of Institutions
147Shares Held
5.16MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY821KShares$61.2 Million0.0% of portfolio
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Equitable Holdings, Inc. New York, NY404KShares$30.1 Million0.31% of portfolio
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Orgel Wealth Management, LLC345KShares$25.7 Million0.69% of portfolio
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Raymond James Financial Services Advisors, Inc. St. Petersburg, FL270KShares$20.1 Million0.03% of portfolio
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Steele Capital Management, Inc. Dubuque, IA198KShares$14.7 Million0.8% of portfolio