Napa Wealth Management Pacer Fds Tr Wealthshield ETF Call Options Transaction History
Napa Wealth Management
- $209 Billion
- Q2 2025
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding PWS
# of Institutions
22Shares Held
531KCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC105KShares$3.31 Million0.0% of portfolio
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Org Partners LLC Roanoke, IN44.2KShares$1.4 Million0.34% of portfolio
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Imprint Wealth LLC Mount Pleasant, SC30.5KShares$965,4850.22% of portfolio
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Susquehanna International Group, LLP Bala Cynwyd, PA25.8KShares$814,6260.0% of portfolio
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Org Wealth Partners, LLC Dallas, TX22.2KShares$701,8050.29% of portfolio