Accel Wealth Management Dj Brookfield Global Call Options Transaction History
Accel Wealth Management
- $263 Million
- Q3 2024
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding TOLZ
# of Institutions
51Shares Held
2.6MCall Options Held
0Put Options Held
0-
Envestnet Portfolio Solutions, Inc. Berwyn, PA536KShares$27.6 Million0.1% of portfolio
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First Citizens Bank & Trust CO526KShares$27.1 Million0.41% of portfolio
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Aprio Wealth Management, LLC511KShares$26.3 Million4.48% of portfolio
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Morgan Stanley New York, NY327KShares$16.9 Million0.0% of portfolio
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Aaron Wealth Advisors LLC148KShares$7.61 Million0.9% of portfolio