Bcs Wealth Management Innovator U.S. Small Cap Power Call Options Transaction History
Bcs Wealth Management
- $312 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 KAPR
# of Institutions
73Shares Held
2.27MCall Options Held
0Put Options Held
0-
O Donnell Financial Services, LLC174KShares$5.34 Million2.87% of portfolio
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Valtinson Bruner Financial Planning LLC158KShares$4.86 Million2.66% of portfolio
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Spectrum Investment Advisors, Inc. Mequon, WI149KShares$4.56 Million3.42% of portfolio
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Tradition Wealth Management, LLC148KShares$4.54 Million0.48% of portfolio
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Commonwealth Equity Services, LLC147KShares$4.5 Million0.01% of portfolio