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
52Shares Held
8.38MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY2.01MShares$157 Million0.01% of portfolio
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Sagespring Wealth Partners, LLC Franklin, TN1.91MShares$149 Million3.65% of portfolio
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Envestnet Asset Management Inc741KShares$58.1 Million0.02% of portfolio
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Aspiriant, LLC131KShares$10.3 Million0.35% of portfolio
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Procyon Advisors, LLC101KShares$7.92 Million0.48% of portfolio