Mowery & Schoenfeld Wealth Management, LLC First Tr ETF Iv Long Duration Call Options Transaction History
Mowery & Schoenfeld Wealth Management, LLC
- $63.3 Billion
- Q3 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding LGOV
# of Institutions
113Shares Held
21.3MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC2.84MShares$60 Million0.03% of portfolio
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Envestnet Asset Management Inc1.13MShares$23.8 Million0.01% of portfolio
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Atria Wealth Solutions, Inc. New York, NY1.07MShares$22.6 Million0.27% of portfolio
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Morgan Stanley New York, NY1MShares$21.2 Million0.0% of portfolio
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Advisor Group Holdings, Inc. Phoenix, AZ978KShares$20.7 Million0.05% of portfolio