Cm Wealth Advisors LLC Invesco Exchange Traded Fd Tr Put Options Transaction History
Cm Wealth Advisors LLC
- $328 Million
- Q2 2025
Put Options
0 transactions
| Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
|---|
Others Institutions Holding EQWL
# of Institutions
141Shares Held
6.1MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC918KShares$101 Million0.04% of portfolio
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Cetera Investment Advisers Schaumburg, IL520KShares$57.2 Million0.11% of portfolio
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Morgan Stanley New York, NY440KShares$48.4 Million0.0% of portfolio
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Altus Wealth Management, LLC295KShares$32.5 Million15.55% of portfolio
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Bond & Devick Financial Network, Inc.282KShares$31 Million10.78% of portfolio