Coldstream Capital Management Inc Strategy Shs 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

No transaction found.

Others Institutions Holding HNDL

# of Institutions

114

Shares Held

4.04M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

717K
Shares

$15.6 Million
0.01% of portfolio
Kades & Cheifetz LLC Berwyn, PA

452K
Shares

$9.82 Million
4.93% of portfolio
Mercer Global Advisors Inc Denver, CO

440K
Shares

$9.55 Million
0.02% of portfolio
Cambridge Investment Research Advisors, Inc.

374K
Shares

$8.13 Million
0.03% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

209K
Shares

$4.54 Million
0.01% of portfolio

About STRATEGY SHS

Ticker HNDL
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