Morton Brown Family Wealth, LLC Ishares Tr Core Aggressive All Put Options Transaction History

Morton Brown Family Wealth, LLC

$287 Million
Q4 2024

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding AOA

# of Institutions

356

Shares Held

9.08M

Call Options Held

0

Put Options Held

0

North Star Asset Management LLC /Nj/ Hackettstown, NJ

2.19M
Shares

$174 Million
1.41% of portfolio
Rockefeller Capital Management L.P. New York, NY

515K
Shares

$40.7 Million
0.11% of portfolio
Assetmark, Inc

273K
Shares

$21.6 Million
0.06% of portfolio
Raymond James Financial Inc St. Petersburg, FL

269K
Shares

$21.3 Million
0.01% of portfolio
Cambridge Investment Research Advisors, Inc.

192K
Shares

$15.2 Million
0.05% of portfolio

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