Centric Wealth Management Pacer Fds Tr Cash Cows Fd Fds Put Options Transaction History
Centric Wealth Management
- $306 Million
- Q1 2024
Put Options
0 transactions
| Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
|---|
Others Institutions Holding HERD
# of Institutions
39Shares Held
1.71MCall Options Held
0Put Options Held
0-
Advisory Resource Group303KShares$11.3 Million3.01% of portfolio
-
Aveo Capital Partners, LLC172KShares$6.41 Million0.76% of portfolio
-
Lpl Financial LLC Fort Mill, SC170KShares$6.37 Million0.0% of portfolio
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High Tower Advisors, LLC Chicago, IL163KShares$6.09 Million0.01% of portfolio
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Envestnet Asset Management Inc160KShares$5.97 Million0.0% of portfolio