Kingswood Wealth Advisors, LLC Wisdomtree U.S. Midcap Fund 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 EZM
# of Institutions
154Shares Held
7.22MCall Options Held
0Put Options Held
0-
Ubs Group Ag902KShares$57.4 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC598KShares$38.1 Million0.0% of portfolio
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Truist Financial Corp498KShares$31.7 Million0.04% of portfolio
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Davenport & CO LLC492KShares$31.3 Million0.18% of portfolio
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Morgan Stanley New York, NY459KShares$29.2 Million0.0% of portfolio