Dynasty Wealth Management, LLC Engine No 1 ETF Tr Transform C Call Options Transaction History
Dynasty Wealth Management, LLC
- $5.8 Trillion
- Q4 2024
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding NETZ
# of Institutions
49Shares Held
4.53MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc732KShares$58.2 Million0.02% of portfolio
-
Aspiriant, LLC131KShares$10.5 Million0.35% of portfolio
-
Procyon Advisors, LLC101KShares$8.04 Million0.48% of portfolio
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Jpmorgan Chase & CO New York, NY94.2KShares$7.49 Million0.0% of portfolio
-
Signify Wealth91KShares$7.24 Million7.81% of portfolio