Up Strategic Wealth Investment Advisors LLC Ishares Tr Msci Eafe Small Cap Call Options Transaction History

Up Strategic Wealth Investment Advisors LLC

$100 Billion
Q4 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding SCZ

# of Institutions

775

Shares Held

102M

Call Options Held

10.8K

Put Options Held

4.7K

Jones Financial Companies Lllp

9.72M
Shares

$611 Million
0.56% of portfolio
Natixis Advisors, L.P. Boston, MA

8.87M
Shares

$558 Million
1.01% of portfolio
Creative Planning Overland Park, KS

4.7M
Shares

$295 Million
0.28% of portfolio
Tiaa, Fsb St. Louis, MO

4.25M
Shares

$267 Million
0.91% of portfolio
Goldman Sachs Group Inc New York, NY

3.6M
Shares

$226 Million
0.04% of portfolio

View Full List

About ISHARES TR MSCI EAFE SMALL CAP

Ticker SCZ
Sector ETFs
Industry ETFs

More about SCZ

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Up Strategic Wealth Investment Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Up Strategic Wealth Investment Advisors LLC with notifications on news.

Account