Clearstead Advisors, LLC Ishares Tr Us Small Cap Value 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 |
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Others Institutions Holding SVAL
# of Institutions
41Shares Held
3.85MCall Options Held
0Put Options Held
0-
Money Concepts Capital Corp2.26MShares$75.7 Million5.05% of portfolio
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Bt Wealth Management LLC484KShares$16.2 Million3.63% of portfolio
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Sanctuary Advisors, LLC Indianapolis, IN315KShares$10.5 Million0.07% of portfolio
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Truist Financial Corp171KShares$5.74 Million0.01% of portfolio
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Bank Of America Corp Charlotte, NC152KShares$5.11 Million0.0% of portfolio