Verity Wealth Advisors Ishares Msci Kld 400 Social Et Call Options Transaction History
Verity Wealth Advisors
- $142 Million
- Q3 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding DSI
# of Institutions
574Shares Held
26MCall Options Held
3KPut Options Held
800-
Morgan Stanley New York, NY4.87MShares$546 Million0.04% of portfolio
-
Envestnet Asset Management Inc2.18MShares$245 Million0.08% of portfolio
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Bank Of America Corp Charlotte, NC1.56MShares$175 Million0.01% of portfolio
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Jpmorgan Chase & CO New York, NY1.53MShares$171 Million0.01% of portfolio
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Ameriprise Financial Inc Minneapolis, MN983KShares$110 Million0.03% of portfolio