Org Wealth Partners, LLC Litman Gregory Fds Tr Imgp Dbi Call Options Transaction History
Org Wealth Partners, LLC
- $301 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 DBMF
# of Institutions
173Shares Held
26.2MCall Options Held
1.9KPut Options Held
6.2K-
Jpmorgan Chase & CO New York, NY3.27MShares$90.1 Million0.01% of portfolio
-
Cwm, LLC2.03MShares$55.9 Million0.25% of portfolio
-
Envestnet Asset Management Inc1.9MShares$52.2 Million0.02% of portfolio
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Naviter Wealth, LLC1.68MShares$46.4 Million6.67% of portfolio
-
Beaumont Financial Partners, LLC1.28MShares$35.3 Million4.17% of portfolio