Schwallier Wealth Management LLC Wisdomtree Yield Enhanced U.S. Call Options Transaction History
Schwallier Wealth Management LLC
- $140 Billion
- Q3 2024
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding AGGY
# of Institutions
164Shares Held
20.4MCall Options Held
2.4KPut Options Held
0-
Bank Of America Corp Charlotte, NC4.08MShares$176 Million0.02% of portfolio
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Lpl Financial LLC Fort Mill, SC1.16MShares$50.2 Million0.02% of portfolio
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Cwm, LLC1.13MShares$48.9 Million0.22% of portfolio
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Envestnet Asset Management Inc1.09MShares$46.8 Million0.02% of portfolio
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Mercer Global Advisors Inc Denver, CO991KShares$42.8 Million0.1% of portfolio