Affinity Wealth Management LLC Spdr Portfolio Aggregate Bond Call Options Transaction History
Affinity Wealth Management LLC
- $490 Million
- Q1 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding SPAB
# of Institutions
463Shares Held
237MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC22.8MShares$574 Million0.32% of portfolio
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Cwm, LLC14MShares$353 Million1.66% of portfolio
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Envestnet Asset Management Inc10.2MShares$256 Million0.1% of portfolio
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Cliftonlarsonallen Wealth Advisors, LLC9.95MShares$251 Million5.73% of portfolio
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Cerity Partners LLC New York, NY8.58MShares$216 Million0.58% of portfolio