Balanced Rock Investment Advisor Pimco Equity Ser Rafi Esg U S Call Options Transaction History
Balanced Rock Investment Advisor
- $128 Billion
- Q3 2024
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding RAFE
# of Institutions
24Shares Held
813KCall Options Held
0Put Options Held
0-
Northwest Bancshares, Inc. Warren, PA173KShares$6.4 Million1.1% of portfolio
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Arlington Financial Advisors, LLC127KShares$4.7 Million1.2% of portfolio
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Gen Wealth Group, Inc.82KShares$3.04 Million0.71% of portfolio
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Commonwealth Equity Services, LLC67.4KShares$2.5 Million0.0% of portfolio
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Bruce G. Allen Investments, LLC Denver, CO40.3KShares$1.49 Million1.16% of portfolio