Comprehensive Wealth Management, LLC Wisdomtree Tr Managed Futures Put Options Transaction History
Comprehensive Wealth Management, LLC
- $135 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 WTMF
# of Institutions
57Shares Held
4.71MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.13MShares$40 Million0.0% of portfolio
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Iht Wealth Management, LLC Chicago, IL541KShares$19.2 Million0.75% of portfolio
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Resources Investment Advisors, Llc. Overland Park, KS317KShares$11.2 Million0.15% of portfolio
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O'Dell Group, LLC Cincinnati, OH304KShares$10.8 Million2.88% of portfolio
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Centric Wealth Management292KShares$10.4 Million3.22% of portfolio