Wealth Architects, LLC Flexshares Morningstar Dev Mkt Put Options Transaction History
Wealth Architects, LLC
- $848 Million
- Q3 2024
Put Options
0 transactions
Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
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Others Institutions Holding TLTD
# of Institutions
62Shares Held
5.82MCall Options Held
0Put Options Held
0-
Northern Trust Corp Chicago, IL3.97MShares$273 Million0.05% of portfolio
-
Capstone Financial Advisors, Inc. Downers Grove, IL476KShares$32.8 Million2.2% of portfolio
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Envestnet Asset Management Inc371KShares$25.6 Million0.01% of portfolio
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Sage View Advisory Group, LLC Newport Beach, CA157KShares$10.8 Million0.6% of portfolio
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Harbour Trust & Investment Management CO Michigan City, IN128KShares$8.81 Million1.09% of portfolio