Compass Advisory Group LLC Innovator U.S. Small Cap Power Put Options Transaction History
Compass Advisory Group LLC
- $146 Million
- Q2 2024
Put Options
0 transactions
Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
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Others Institutions Holding KAPR
# of Institutions
94Shares Held
3.3MCall Options Held
0Put Options Held
0-
Personal Cfo Solutions, LLC348KShares$11.3 Million1.68% of portfolio
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Commonwealth Equity Services, LLC229KShares$7.43 Million0.01% of portfolio
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O Donnell Financial Services, LLC175KShares$5.66 Million2.63% of portfolio
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Valtinson Bruner Financial Planning LLC157KShares$5.08 Million2.59% of portfolio
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Cetera Investment Advisers Schaumburg, IL152KShares$4.92 Million0.01% of portfolio