Kfg Wealth Management, LLC First Tr Nasdaq Clean Edge Sma Call Options Transaction History
Kfg Wealth Management, LLC
- $385 Million
- Q4 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding GRID
# of Institutions
279Shares Held
8.54MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY882KShares$111 Million0.01% of portfolio
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Bank Of America Corp Charlotte, NC823KShares$104 Million0.01% of portfolio
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Assetmark, Inc803KShares$101 Million0.29% of portfolio
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Lpl Financial LLC Fort Mill, SC516KShares$64.9 Million0.03% of portfolio
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Traphagen Investment Advisors LLC Oradell, NJ328KShares$41.2 Million4.5% of portfolio