Coldstream Capital Management Inc Two Rds Shared Tr Leadershares 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 |
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Others Institutions Holding SQEW
# of Institutions
30Shares Held
2.19MCall Options Held
0Put Options Held
0-
Redwood Investment Management, LLC Scottsdale, AZ936KShares$28.6 Million3.17% of portfolio
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Lpl Financial LLC Fort Mill, SC525KShares$16 Million0.01% of portfolio
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Strategic Wealth Advisors Group, LLC Sacramento, CA132KShares$4.03 Million0.15% of portfolio
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Mariner, LLC Overland Park, KS106KShares$3.22 Million0.01% of portfolio
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Private Advisor Group, LLC73.1KShares$2.23 Million0.01% of portfolio