Core Wealth Partners LLC First Tr Large Cap Value Call Options Transaction History
Core Wealth Partners LLC
- $165 Billion
- Q3 2024
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding FTA
# of Institutions
210Shares Held
11.4MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.11MShares$164 Million0.01% of portfolio
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Ubs Group Ag979KShares$76 Million0.02% of portfolio
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Lpl Financial LLC Fort Mill, SC803KShares$62.4 Million0.03% of portfolio
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Envestnet Asset Management Inc545KShares$42.4 Million0.01% of portfolio
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Kaydan Wealth Management, Inc. Fenton, MI374KShares$29.1 Million8.74% of portfolio