Sonoma Private Wealth LLC Schwab Strategic Tr Ariel Esg Call Options Transaction History
Sonoma Private Wealth LLC
- $61.9 Billion
- Q4 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding SAEF
# of Institutions
6Shares Held
281KCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC268KShares$7.44 Million0.02% of portfolio
-
Wfa Of San Diego, LLC1.91KShares$53,1810.04% of portfolio
-
Ubs Group Ag359Shares$9,9800.0% of portfolio
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Royal Bank Of Canada Toronto, A640Shares$1,1120.0% of portfolio
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Concourse Financial Group Securities, Inc. Birmingham, AL0Shares$00.0% of portfolio