Cassaday & CO Wealth Management LLC Northern Lts Fd Tr Iv Main The Put Options Transaction History

Cassaday & CO Wealth Management LLC

$3.55 Billion
Q1 2025

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding TMAT

# of Institutions

36

Shares Held

7.35M

Call Options Held

0

Put Options Held

0

Main Management LLC San Francisco, CA

2.91M
Shares

$54 Million
4.95% of portfolio
Orion Portfolio Solutions, LLC

2.52M
Shares

$46.9 Million
0.55% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

1.06M
Shares

$19.7 Million
0.06% of portfolio
Lpl Financial LLC Fort Mill, SC

156K
Shares

$2.89 Million
0.0% of portfolio
Potomac Fund Management Inc /Adv Miami, FL

102K
Shares

$1.9 Million
1.91% of portfolio

About NORTHERN LTS FD TR IV MAIN THE

Ticker TMAT
Sector ETFs
Industry ETFs

More about TMAT

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Cassaday & CO Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cassaday & CO Wealth Management LLC with notifications on news.