Lyell Wealth Management, LP Ishares Tr Ibonds Dec 2031 Ter Put Options Transaction History
Lyell Wealth Management, LP
- $1.09 Billion
- Q3 2024
Put Options
0 transactions
Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
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Others Institutions Holding IBDW
# of Institutions
149Shares Held
39MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA3.5MShares$72.4 Million0.02% of portfolio
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Aptus Capital Advisors, LLC2.57MShares$53.2 Million1.0% of portfolio
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Capital Investment Advisors, LLC2.2MShares$45.6 Million0.98% of portfolio
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Bank Of America Corp Charlotte, NC2.01MShares$41.5 Million0.0% of portfolio
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Venture Visionary Partners LLC1.94MShares$40.2 Million1.83% of portfolio