Bernardo Wealth Planning LLC Spdr Portfolio S&P 500 Value E Call Options Transaction History
Bernardo Wealth Planning LLC
- $412 Million
- Q3 2024
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding SPYV
# of Institutions
1,009Shares Held
407MCall Options Held
356KPut Options Held
41.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA76.7MShares$4.19 Billion8.32% of portfolio
-
Lpl Financial LLC Fort Mill, SC39.2MShares$2.14 Billion0.95% of portfolio
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Allworth Financial LP20.3MShares$1.11 Billion6.66% of portfolio
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Envestnet Asset Management Inc12.6MShares$687 Million0.22% of portfolio
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Morgan Stanley New York, NY9.59MShares$524 Million0.04% of portfolio