Yardley Wealth Management LLC Two Rds Shared Tr Leadershares Call Options Transaction History
Yardley Wealth Management LLC
- $169 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 LSAT
# of Institutions
34Shares Held
3.03MCall Options Held
0Put Options Held
0-
Redwood Investment Management, LLC Scottsdale, AZ1.24MShares$50.1 Million4.6% of portfolio
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Lpl Financial LLC Fort Mill, SC689KShares$27.8 Million0.01% of portfolio
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Strategic Wealth Advisors Group, LLC Sacramento, CA170KShares$6.86 Million0.24% of portfolio
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Spire Wealth Management144KShares$5.79 Million0.2% of portfolio
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Private Advisor Group, LLC110KShares$4.44 Million0.03% of portfolio