Trivant Custom Portfolio Group, LLC Flexshares Tr Disciplined Dura Call Options Transaction History
Trivant Custom Portfolio Group, LLC
- $163 Billion
- Q2 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding MBSD
# of Institutions
25Shares Held
1.39MCall Options Held
0Put Options Held
0-
Boltwood Capital Management437KShares$9.16 Million2.78% of portfolio
-
Cottonwood Capital Advisors, LLC224KShares$4.7 Million3.78% of portfolio
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Morgan Stanley New York, NY106KShares$2.22 Million0.0% of portfolio
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Creative One Wealth, LLC Overland Park, KS71.4KShares$1.5 Million0.07% of portfolio
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Titleist Asset Management, LLC San Antonio, TX65KShares$1.36 Million0.2% of portfolio