Moran Wealth Management, LLC Principal Exchange Traded Fds Put Options Transaction History
Moran Wealth Management, LLC
- $3.18 Billion
- Q3 2024
Put Options
0 transactions
Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
---|
Others Institutions Holding YLD
# of Institutions
52Shares Held
9.78MCall Options Held
0Put Options Held
0-
Principal Financial Group Inc Des Moines, IA2.34MShares$45.6 Million0.03% of portfolio
-
Strategic Planning Group, LLC Bountiful, UT999KShares$19.5 Million3.85% of portfolio
-
Cyndeo Wealth Partners, LLC St. Petersburg, FL864KShares$16.8 Million1.2% of portfolio
-
Principal Securities, Inc. Des Moines, IA732KShares$14.3 Million0.35% of portfolio
-
Ameritas Investment Partners, Inc. Lincoln, NE613KShares$11.9 Million0.4% of portfolio