Burt Wealth Advisors Pacer Fds Tr Lunt Large Cap Mu Call Options Transaction History
Burt Wealth Advisors
- $399 Million
- Q3 2024
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding PALC
# of Institutions
70Shares Held
7.31MCall Options Held
0Put Options Held
0-
Prostatis Group LLC Hanover, MD2.44MShares$125 Million1.2% of portfolio
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Ameriprise Financial Inc Minneapolis, MN720KShares$37.1 Million0.01% of portfolio
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Northwestern Mutual Wealth Management CO333KShares$17.2 Million0.01% of portfolio
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Geneos Wealth Management Inc.249KShares$12.8 Million0.48% of portfolio
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Enzi Wealth Austin, TX245KShares$12.6 Million5.01% of portfolio