Kingswood Wealth Advisors, LLC Capital Group Core Equity ETF Put Options Transaction History
Kingswood Wealth Advisors, LLC
- $1.11 Trillion
- Q2 2024
Put Options
0 transactions
Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
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Others Institutions Holding CGUS
# of Institutions
248Shares Held
58.8MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc5.89MShares$198 Million0.07% of portfolio
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Lpl Financial LLC Fort Mill, SC4.91MShares$165 Million0.08% of portfolio
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Capital Group Private Client Services, Inc. Los Angeles, CA3.62MShares$122 Million1.22% of portfolio
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Northwestern Mutual Wealth Management CO2.47MShares$83.3 Million0.08% of portfolio
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Cetera Investment Advisers Schaumburg, IL2.34MShares$78.7 Million0.18% of portfolio