Kingswood Wealth Advisors, LLC Spdr S&P 400 Mid Cap Growth Et 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 MDYG
# of Institutions
389Shares Held
23.6MCall Options Held
0Put Options Held
0-
Citigroup Inc2.44MShares$228 Million0.13% of portfolio
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Lpl Financial LLC Fort Mill, SC1.73MShares$162 Million0.07% of portfolio
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Financial Engines Advisors L.L.C. Santa Clara, CA1.43MShares$134 Million0.26% of portfolio
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Stifel Financial Corp St. Louis, MO1.2MShares$112 Million0.11% of portfolio
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Benjamin Edwards Inc Clayton, MO993KShares$92.8 Million1.3% of portfolio