Sterling Financial Planning, Inc. Ishares Tr Call Options Transaction History

Sterling Financial Planning, Inc.

$263 Million
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding IDV

# of Institutions

463

Shares Held

82.8M

Call Options Held

24.7K

Put Options Held

23.3K

Bank Of America Corp Charlotte, NC

10.8M
Shares

$313 Million
0.03% of portfolio
River & Mercantile LLC Waltham, MA

7.33M
Shares

$212 Million
36.78% of portfolio
Morgan Stanley New York, NY

6.62M
Shares

$191 Million
0.01% of portfolio
Envestnet Asset Management Inc

5.29M
Shares

$153 Million
0.05% of portfolio
Ameriprise Financial Inc Minneapolis, MN

3.64M
Shares

$105 Million
0.03% of portfolio

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