Root Financial Partners, LLC Uscf ETF Tr Divid Income Fd Call Options Transaction History
Root Financial Partners, LLC
- $625 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 UDI
# of Institutions
6Shares Held
85.4KCall Options Held
0Put Options Held
0-
Envestnet Portfolio Solutions, Inc. Berwyn, PA46KShares$1.39 Million0.0% of portfolio
-
Walkner Condon Financial Advisors LLC15.2KShares$459,2510.09% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ500Shares$15,1000.0% of portfolio
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Morgan Stanley New York, NY1Shares$300.0% of portfolio
-
Concourse Financial Group Securities, Inc. Birmingham, AL0Shares$00.0% of portfolio