Coldstream Capital Management Inc Wisdomtree Tr Dynamic Currency Call Options Transaction History
Coldstream Capital Management Inc
- $4.64 Billion
- Q1 2025
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding DDLS
# of Institutions
38Shares Held
948KCall Options Held
0Put Options Held
0-
Cetera Investment Advisers Schaumburg, IL190KShares$6.95 Million0.01% of portfolio
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High Note Wealth, LLC Deephaven, MN113KShares$4.15 Million1.02% of portfolio
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Bms Financial Advisors, LLC106KShares$3.87 Million2.24% of portfolio
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Ae Wealth Management LLC90.8KShares$3.32 Million0.03% of portfolio
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Lpl Financial LLC Fort Mill, SC77.7KShares$2.85 Million0.0% of portfolio