Clearstead Advisors, LLC Invesco S&P 500 Value With Mom Call Options Transaction History
Clearstead Advisors, LLC
- $6.94 Billion
- Q2 2025
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding SPVM
# of Institutions
22Shares Held
439KCall Options Held
0Put Options Held
0-
Beta Wealth Group, Inc.178KShares$11.6 Million6.25% of portfolio
-
Lpl Financial LLC Fort Mill, SC110KShares$7.17 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC36.6KShares$2.39 Million0.0% of portfolio
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Morgan Stanley New York, NY30.5KShares$1.99 Million0.0% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL23KShares$1.5 Million0.0% of portfolio