Kingswood Wealth Advisors, LLC First Tr Ex Trd Viii Cboe Vest Call Options Transaction History
Kingswood Wealth Advisors, LLC
- $1.4 Trillion
- Q3 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding FJUN
# of Institutions
131Shares Held
5.24MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc373KShares$19.2 Million0.01% of portfolio
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Advisor Group Holdings, Inc. Phoenix, AZ370KShares$19.1 Million0.04% of portfolio
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Commonwealth Equity Services, LLC329KShares$17 Million0.03% of portfolio
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Cetera Investment Advisers Schaumburg, IL270KShares$13.9 Million0.03% of portfolio
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Mc Carthy & Cox Marysville, OH242KShares$12.5 Million4.69% of portfolio