Trueblood Wealth Management, LLC First Tr ETF Vi Smid Cap Risin Call Options Transaction History
Trueblood Wealth Management, LLC
- $175 Billion
- Q1 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding SDVY
# of Institutions
322Shares Held
96MCall Options Held
4KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC13.3MShares$482 Million0.25% of portfolio
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Morgan Stanley New York, NY10.5MShares$380 Million0.03% of portfolio
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Wells Fargo & Company San Francisco, CA7.36MShares$268 Million0.06% of portfolio
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Ubs Group Ag3.84MShares$140 Million0.03% of portfolio
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Bank Of America Corp Charlotte, NC3.74MShares$136 Million0.01% of portfolio