Comprehensive Wealth Management, LLC Invesco S&P Smallcap Value Wit Call Options Transaction History
Comprehensive Wealth Management, LLC
- $135 Million
- Q2 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding XSVM
# of Institutions
143Shares Held
8.68MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.67MShares$90.4 Million0.04% of portfolio
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Commonwealth Equity Services, LLC677KShares$36.6 Million0.06% of portfolio
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Bank Of America Corp Charlotte, NC608KShares$32.9 Million0.0% of portfolio
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Morgan Stanley New York, NY587KShares$31.7 Million0.0% of portfolio
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Cwm, LLC466KShares$25.2 Million0.12% of portfolio