Bogart Wealth, LLC Usaa ETF Tr Core Intermediate Call Options Transaction History
Bogart Wealth, LLC
- $2.11 Billion
- Q1 2025
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding UITB
# of Institutions
124Shares Held
46.9MCall Options Held
0Put Options Held
0-
Victory Capital Management Inc18.1MShares$840 Million0.92% of portfolio
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Charles Schwab Investment Management Inc San Francisco, CA5.61MShares$261 Million0.05% of portfolio
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Morgan Stanley New York, NY2.97MShares$138 Million0.01% of portfolio
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United Services Automobile Association San Antonio, TX2.42MShares$113 Million3.53% of portfolio
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Lpl Financial LLC Fort Mill, SC1.57MShares$72.9 Million0.03% of portfolio