Carolina Wealth Advisors, LLC Spdr Portfolio Call Options Transaction History
Carolina Wealth Advisors, LLC
- $197 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 SPMD
# of Institutions
593Shares Held
171MCall Options Held
2KPut Options Held
0-
Creative Planning Overland Park, KS66.2MShares$3.57 Billion3.92% of portfolio
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Betterment LLC New York, NY14.5MShares$783 Million2.08% of portfolio
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Lpl Financial LLC Fort Mill, SC11.3MShares$609 Million0.33% of portfolio
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Al Ti Global, Inc. New York, NY5.81MShares$313 Million8.62% of portfolio
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Tiedemann Advisors, LLC5.75MShares$310 Million10.91% of portfolio