Atlas Wealth LLC Invesco S&P Smallcap Financial Call Options Transaction History
Atlas Wealth LLC
- $171 Million
- Q1 2025
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding PSCF
# of Institutions
25Shares Held
133KCall Options Held
0Put Options Held
0-
Harbor Capital Advisors, Inc.32.3KShares$1.63 Million0.08% of portfolio
-
Morgan Stanley New York, NY28.3KShares$1.43 Million0.0% of portfolio
-
Cambridge Investment Research Advisors, Inc.9.51KShares$480,5720.0% of portfolio
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Gladstone Institutional Advisory LLC Boca Raton, FL8.34KShares$421,7710.02% of portfolio
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Wells Fargo & Company San Francisco, CA6.49KShares$328,0830.0% of portfolio