Kingswood Wealth Advisors, LLC Pacer Fds Tr Trendpilot U S Bo 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 |
---|
Others Institutions Holding PTBD
# of Institutions
65Shares Held
5.16MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC533KShares$10.8 Million0.01% of portfolio
-
Pacer Advisors, Inc. Malvern, PA496KShares$10 Million0.02% of portfolio
-
Csenge Advisory Group478KShares$9.64 Million0.5% of portfolio
-
Inspire Advisors, LLC Meridian, ID301KShares$6.06 Million0.84% of portfolio
-
Wells Fargo & Company San Francisco, CA242KShares$4.88 Million0.0% of portfolio