Core Wealth Advisors, Inc. Pacer Fds Tr Swan Sos Fd Of Fd Call Options Transaction History
Core Wealth Advisors, Inc.
- $310 Million
- Q3 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding PSFF
# of Institutions
67Shares Held
11.9MCall Options Held
0Put Options Held
0-
Cetera Investment Advisers Schaumburg, IL1.42MShares$41.2 Million0.09% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ1.21MShares$35.2 Million0.08% of portfolio
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Allworth Financial LP772KShares$22.5 Million0.14% of portfolio
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Mml Investors Services, LLC Springfield, MA729KShares$21.2 Million0.08% of portfolio
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Maripau Wealth Management LLC Fort Wayne, IN671KShares$19.5 Million18.12% of portfolio