Accurate Wealth Management, LLC Spdr Ser Tr Msci Usa Strategic Call Options Transaction History
Accurate Wealth Management, LLC
- $464 Million
- Q3 2024
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding QUS
# of Institutions
165Shares Held
7.02MCall Options Held
0Put Options Held
0-
Colony Group LLC Boston, MA1.44MShares$234 Million2.62% of portfolio
-
Tolleson Wealth Management, Inc. Dallas, TX678KShares$110 Million20.36% of portfolio
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Sfmg, LLC498KShares$80.6 Million6.44% of portfolio
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Envestnet Asset Management Inc417KShares$67.5 Million0.02% of portfolio
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Private Advisor Group, LLC336KShares$54.4 Million0.34% of portfolio