Big Sur Wealth Management LLC Invesco Exchange Traded Fd Tr Call Options Transaction History
Big Sur Wealth Management LLC
- $319 Million
- Q2 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding PPA
# of Institutions
364Shares Held
16.5MCall Options Held
13.6KPut Options Held
900-
Bank Of America Corp Charlotte, NC2.9MShares$336 Million0.03% of portfolio
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Morgan Stanley New York, NY1.73MShares$201 Million0.01% of portfolio
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Lpl Financial LLC Fort Mill, SC1.37MShares$159 Million0.07% of portfolio
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Summit Trail Advisors, LLC New York, NY590KShares$68.3 Million1.61% of portfolio
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Miracle Mile Advisors, LLC582KShares$67.3 Million1.49% of portfolio