Balanced Rock Investment Advisor Pimco Equity Ser Rafi Esg U S Call Options Transaction History
Balanced Rock Investment Advisor
- $126 Billion
- Q4 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding RAFE
# of Institutions
25Shares Held
1.27MCall Options Held
0Put Options Held
0-
Sellwood Investment Partners LLC Portland, OR464KShares$17 Million9.07% of portfolio
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Northwest Bancshares, Inc. Warren, PA164KShares$6.03 Million1.11% of portfolio
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Arlington Financial Advisors, LLC132KShares$4.83 Million1.12% of portfolio
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Gen Wealth Group, Inc.80.7KShares$2.96 Million0.67% of portfolio
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Commonwealth Equity Services, LLC75.9KShares$2.78 Million0.0% of portfolio