Accurate Wealth Management, LLC Wisdomtree Tr Intl Efficient C 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 |
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Others Institutions Holding NTSI
# of Institutions
28Shares Held
7.91MCall Options Held
0Put Options Held
0-
Halbert Hargrove Global Advisors, LLC3.03MShares$112 Million6.58% of portfolio
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Sym Financial Corp2.21MShares$81.5 Million11.64% of portfolio
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Wj Interests, LLC Sugar Land, TX709KShares$26.1 Million15.07% of portfolio
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Cwm, LLC679KShares$25 Million0.11% of portfolio
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Resources Investment Advisors, Llc. Overland Park, KS475KShares$17.5 Million0.22% of portfolio