Investment Planning Advisors, Inc. Spdr Ssga Us Large Cap Low Vol Call Options Transaction History
Investment Planning Advisors, Inc.
- $185 Million
- Q3 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding LGLV
# of Institutions
162Shares Held
3.72MCall Options Held
0Put Options Held
0-
Syntegra Private Wealth Group, LLC Chesterfield, MO610KShares$106 Million11.93% of portfolio
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Gerber Kawasaki Wealth & Investment Management320KShares$55.6 Million2.47% of portfolio
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Cwm, LLC318KShares$55.3 Million0.23% of portfolio
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Congress Wealth Management LLC Boston, MA306KShares$53.2 Million0.76% of portfolio
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Baltimore Washington Financial Advisors, Inc.273KShares$47.5 Million2.48% of portfolio