Connectus Wealth, LLC Spdr Ser Tr Msci Usa Strategic Call Options Transaction History
Connectus Wealth, LLC
- $4.37 Billion
- Q1 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding QUS
# of Institutions
168Shares Held
7.1MCall Options Held
0Put Options Held
0-
Colony Group LLC Boston, MA1.44MShares$227 Million2.62% of portfolio
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Tolleson Wealth Management, Inc. Dallas, TX725KShares$114 Million21.08% of portfolio
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Sfmg, LLC498KShares$78.4 Million6.44% of portfolio
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Envestnet Asset Management Inc357KShares$56.2 Million0.02% of portfolio
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Private Advisor Group, LLC317KShares$49.9 Million0.32% of portfolio