Modern Wealth Management, LLC Wisdom Tree Interest Rate Hedg Call Options Transaction History
Modern Wealth Management, LLC
- $1.65 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 AGZD
# of Institutions
59Shares Held
6.12MCall Options Held
0Put Options Held
0-
Trilogy Capital Inc.856KShares$19.2 Million1.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC634KShares$14.2 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC614KShares$13.7 Million0.0% of portfolio
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Win Advisors, Inc459KShares$10.3 Million5.08% of portfolio
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Barber Financial Group, Inc.298KShares$6.67 Million2.28% of portfolio