Beta Wealth Group, Inc. Invesco S&P 500 Value With Mom Call Options Transaction History
Beta Wealth Group, Inc.
- $184 Million
- Q2 2025
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding SPVM
# of Institutions
22Shares Held
438KCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC110KShares$7.05 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC36.6KShares$2.35 Million0.0% of portfolio
-
Morgan Stanley New York, NY30.5KShares$1.96 Million0.0% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL23KShares$1.48 Million0.0% of portfolio
-
Ifg Advisory, LLC13.2KShares$847,5960.04% of portfolio