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
474KCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC110KShares$7.2 Million0.0% of portfolio
-
Cooper Financial Group47.5KShares$3.12 Million0.35% of portfolio
-
Bank Of America Corp Charlotte, NC36.6KShares$2.4 Million0.0% of portfolio
-
Morgan Stanley New York, NY30.5KShares$2 Million0.0% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL23KShares$1.51 Million0.0% of portfolio