Archvest Wealth Advisors, Inc. Invesco Exchange Traded Fd Tr Call Options Transaction History

Archvest Wealth Advisors, Inc.

$166 Million
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding PID

# of Institutions

161

Shares Held

19.5M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

3.3M
Shares

$58.9 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

1.97M
Shares

$35.2 Million
0.02% of portfolio
Wells Fargo & Company San Francisco, CA

1.53M
Shares

$27.3 Million
0.01% of portfolio
Kaye Capital Management El Segundo, CA

1.01M
Shares

$18.1 Million
7.87% of portfolio
Strategic Wealth Partners, Ltd. Independence, OH

938K
Shares

$16.8 Million
1.77% of portfolio

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