Core Wealth Advisors, Inc. American Centy ETF Tr Diversif 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 |
|---|
Others Institutions Holding TAXF
# of Institutions
80Shares Held
7.4MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc2.01MShares$101 Million0.03% of portfolio
-
Cwm, LLC960KShares$48.6 Million0.21% of portfolio
-
Cx Institutional509KShares$25.8 Million1.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC504KShares$25.5 Million0.01% of portfolio
-
Goldstein Advisors, LLC Madison, WI383KShares$19.4 Million2.99% of portfolio