Amplius Wealth Advisors, LLC Spdr Ser Tr Fds Spdr Portfolio Call Options Transaction History
Amplius Wealth Advisors, LLC
- $815 Million
- Q3 2024
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding SPEM
# of Institutions
810Shares Held
195MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS23MShares$907 Million0.94% of portfolio
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Financial Engines Advisors L.L.C. Santa Clara, CA18.5MShares$728 Million1.56% of portfolio
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Lpl Financial LLC Fort Mill, SC9.64MShares$380 Million0.18% of portfolio
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Allworth Financial LP6.3MShares$248 Million1.61% of portfolio
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State Street Corp Boston, MA6.29MShares$248 Million0.01% of portfolio