9258 Wealth Management, LLC Invesco Exchange Traded Fd Tr Call Options Transaction History
9258 Wealth Management, LLC
- $664 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 RWK
# of Institutions
119Shares Held
4.98MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.01MShares$122 Million0.01% of portfolio
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Lpl Financial LLC Fort Mill, SC558KShares$67.7 Million0.03% of portfolio
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Fusion Family Wealth LLC503KShares$61.1 Million5.36% of portfolio
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Wells Fargo & Company San Francisco, CA323KShares$39.2 Million0.01% of portfolio
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Prism Advisors, Inc.187KShares$22.7 Million6.56% of portfolio