Cascade Financial Partners, LLC Vaneck Morningstar Wide Moat E Call Options Transaction History
Cascade Financial Partners, LLC
- $761 Billion
- Q2 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding MOAT
# of Institutions
680Shares Held
96.6MCall Options Held
29.5KPut Options Held
5.4K-
Bank Of America Corp Charlotte, NC8.54MShares$733 Million0.07% of portfolio
-
Morgan Stanley New York, NY8.52MShares$731 Million0.06% of portfolio
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Lpl Financial LLC Fort Mill, SC7.26MShares$624 Million0.32% of portfolio
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Raymond James Financial Services Advisors, Inc. St. Petersburg, FL3.18MShares$273 Million0.4% of portfolio
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Wells Fargo & Company San Francisco, CA2.7MShares$232 Million0.06% of portfolio