Carl Stuart Investment Advisor, Inc First Tr Pfd Secs & Income ETF Put Options Transaction History
Carl Stuart Investment Advisor, Inc
- $195 Million
- Q2 2025
Put Options
0 transactions
| Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
|---|
Others Institutions Holding FPE
# of Institutions
498Shares Held
243MCall Options Held
0Put Options Held
10K-
Morgan Stanley New York, NY51.4MShares$948 Million0.06% of portfolio
-
Royal Bank Of Canada Toronto, A621.9MShares$404 Million0.07% of portfolio
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Wells Fargo & Company San Francisco, CA14.6MShares$270 Million0.06% of portfolio
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Lpl Financial LLC Fort Mill, SC13.8MShares$255 Million0.09% of portfolio
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Ubs Group Ag10.2MShares$188 Million0.03% of portfolio