Cassaday & CO Wealth Management LLC Invesco Exchange Traded Fd Tr Call Options Transaction History
Cassaday & CO Wealth Management LLC
- $3.98 Billion
- Q2 2025
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding QQMG
# of Institutions
36Shares Held
927KCall Options Held
0Put Options Held
0-
Stewardship Advisors, LLC180KShares$7.22 Million1.83% of portfolio
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Sand Hill Global Advisors, LLC Palo Alto, CA82.5KShares$3.31 Million0.12% of portfolio
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Advisor Group Holdings, Inc. Phoenix, AZ74.9KShares$3.01 Million0.01% of portfolio
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Envestnet Portfolio Solutions, Inc. Berwyn, PA74.5KShares$3 Million0.01% of portfolio
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Fingerlakes Wealth Management, Inc.68.2KShares$2.74 Million1.93% of portfolio