Stonehaven Wealth & Tax Solutions, LLC Spdr Portfolio Aggregate Bond Call Options Transaction History
Stonehaven Wealth & Tax Solutions, LLC
- $91.9 Billion
- Q4 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding SPAB
# of Institutions
544Shares Held
270MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC25.7MShares$657 Million0.27% of portfolio
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Cwm, LLC16.3MShares$418 Million1.69% of portfolio
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Cliftonlarsonallen Wealth Advisors, LLC11.7MShares$300 Million5.59% of portfolio
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Envestnet Asset Management Inc11.4MShares$291 Million0.1% of portfolio
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State Street Corp Boston, MA10.2MShares$260 Million0.01% of portfolio