Principia Wealth Advisory, LLC J P Morgan Exch Traded Fd Tr B Call Options Transaction History
Principia Wealth Advisory, LLC
- $118 Billion
- Q2 2025
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding BBIN
# of Institutions
118Shares Held
72MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY55.4MShares$3.79 Billion0.27% of portfolio
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Morgan Stanley New York, NY3.65MShares$249 Million0.02% of portfolio
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Integrated Wealth Concepts LLC1.87MShares$128 Million1.36% of portfolio
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Vestmark Advisory Solutions, Inc.1.77MShares$121 Million1.93% of portfolio
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Lpl Financial LLC Fort Mill, SC879KShares$60.1 Million0.02% of portfolio