Moran Wealth Management, LLC Principal Exchange Traded Fds Call Options Transaction History
Moran Wealth Management, LLC
- $3.18 Billion
- Q3 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding YLD
# of Institutions
44Shares Held
9.51MCall Options Held
0Put Options Held
0-
Principal Financial Group Inc Des Moines, IA2.34MShares$45.6 Million0.03% of portfolio
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Strategic Planning Group, LLC Bountiful, UT999KShares$19.5 Million3.85% of portfolio
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Cyndeo Wealth Partners, LLC St. Petersburg, FL864KShares$16.8 Million1.2% of portfolio
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Nicolet Advisory Services, LLC Green Bay, WI786KShares$15.3 Million1.49% of portfolio
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Principal Securities, Inc. Des Moines, IA732KShares$14.3 Million0.35% of portfolio