Daymark Wealth Partners, LLC Capital Group Core Plus Income Call Options Transaction History
Daymark Wealth Partners, LLC
- $2.43 Billion
- Q1 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding CGCP
# of Institutions
168Shares Held
64MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA4.38MShares$98.2 Million0.02% of portfolio
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Capital International Investors Los Angeles, CA4.37MShares$97.7 Million0.02% of portfolio
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Johnson Bixby & Associates, LLC3.33MShares$74.4 Million13.05% of portfolio
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Ubs Group Ag2.86MShares$64.1 Million0.02% of portfolio
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Lpl Financial LLC Fort Mill, SC2.65MShares$59.3 Million0.03% of portfolio