Xcel Wealth Management, LLC Ishares National Muni Bond ETF Put Options Transaction History
Xcel Wealth Management, LLC
- $338 Million
- Q3 2024
Put Options
0 transactions
| Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
|---|
Others Institutions Holding MUB
# of Institutions
1,470Shares Held
292MCall Options Held
57.4KPut Options Held
1.75M-
Bank Of America Corp Charlotte, NC23.6MShares$2.53 Billion0.23% of portfolio
-
Envestnet Asset Management Inc18.5MShares$1.98 Billion0.7% of portfolio
-
Betterment LLC New York, NY15.8MShares$1.69 Billion4.35% of portfolio
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Creative Planning Overland Park, KS12.6MShares$1.35 Billion1.36% of portfolio
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Jpmorgan Chase & CO New York, NY9.41MShares$1.01 Billion0.09% of portfolio