Precedent Wealth Partners, LLC Spdr Ser Tr Russell 1000 Core Call Options Transaction History
Precedent Wealth Partners, LLC
- $360 Billion
- Q1 2025
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding ONEY
# of Institutions
124Shares Held
5.89MCall Options Held
0Put Options Held
0-
Alaska Permanent Fund Corp Juneau, AK2.42MShares$252 Million3.94% of portfolio
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Ameriprise Financial Inc Minneapolis, MN771KShares$80.3 Million0.02% of portfolio
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Lpl Financial LLC Fort Mill, SC619KShares$64.5 Million0.03% of portfolio
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Creative Planning Overland Park, KS257KShares$26.8 Million0.03% of portfolio
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Raymond James Financial Inc St. Petersburg, FL205KShares$21.4 Million0.01% of portfolio