Clearstead Advisors, LLC Invesco Exchange Traded Fd Tr Call Options Transaction History
Clearstead Advisors, LLC
- $6.3 Billion
- Q1 2025
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding RFG
# of Institutions
115Shares Held
2.36MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY300KShares$14.1 Million0.0% of portfolio
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Twelve Points Wealth Management LLC205KShares$9.64 Million2.52% of portfolio
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Lpl Financial LLC Fort Mill, SC202KShares$9.47 Million0.0% of portfolio
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New England Private Wealth Advisors LLC Wellesley, MA194KShares$9.1 Million1.35% of portfolio
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Coldstream Capital Management Inc88.5KShares$4.16 Million0.08% of portfolio