Captrust Financial Advisors Jpmorgan Diversified Return Us Call Options Transaction History
Captrust Financial Advisors
- $33 Billion
- Q3 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding JPUS
# of Institutions
86Shares Held
3.01MCall Options Held
0Put Options Held
0-
Planning Alternatives LTD517KShares$59.3 Million9.47% of portfolio
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St Germain D J CO Inc Springfield, MA466KShares$53.4 Million2.63% of portfolio
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Modera Wealth Management, LLC320KShares$36.7 Million0.49% of portfolio
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Bank Of America Corp Charlotte, NC212KShares$24.3 Million0.0% of portfolio
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Quantitative Advantage, LLC Minnetonka, MN198KShares$22.7 Million2.74% of portfolio