Accurate Wealth Management, LLC ETF Opportunities Tr Applied F Call Options Transaction History
Accurate Wealth Management, LLC
- $663 Million
 - Q3 2025
 
Call Options
	  0 transactions
	
  | Quarter | Operation | Price Per call | calls change | calls Held | SEC Form | 
|---|
Others Institutions Holding VSLU
# of Institutions
44Shares Held
6.19MCall Options Held
0Put Options Held
0- 
    
      Crestwood Advisors Group LLC1.23MShares$53.7 Million0.89% of portfolio
 - 
    
      Novare Capital Management LLC799KShares$34.9 Million2.63% of portfolio
 - 
    
      Newman Dignan & Sheerar, Inc.688KShares$30.1 Million6.42% of portfolio
 - 
    
      Watchman Group, Inc. Plano, TX615KShares$26.9 Million7.53% of portfolio
 - 
    
      Jacobi Capital Management LLC392KShares$17.1 Million1.06% of portfolio