Sea Crest Wealth Management, LLC Ihares Core 1 5 Years Usd Bond Call Options Transaction History
Sea Crest Wealth Management, LLC
- $852 Million
- Q1 2025
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding ISTB
# of Institutions
412Shares Held
60.9MCall Options Held
0Put Options Held
0-
Acorns Advisers, LLC Irvine, CA10.7MShares$517 Million4.97% of portfolio
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State Of Wisconsin Investment Board Madison, WI5.05MShares$243 Million0.65% of portfolio
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Charles Schwab Investment Management Inc San Francisco, CA3.07MShares$148 Million0.03% of portfolio
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Raymond James Financial Inc St. Petersburg, FL1.9MShares$91.6 Million0.03% of portfolio
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Trust Point Inc. La Crosse, WI1.82MShares$87.7 Million8.02% of portfolio