Core Wealth Partners LLC First Tr Ex Tr Fd Viii Cboe Ve Call Options Transaction History
Core Wealth Partners LLC
- $132 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 DMAY
# of Institutions
44Shares Held
1.14MCall Options Held
0Put Options Held
0-
Tanglewood Legacy Advisors, LLC Houston, TX183KShares$7.12 Million3.37% of portfolio
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Kestra Advisory Services, LLC136KShares$5.28 Million0.04% of portfolio
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Commonwealth Equity Services, LLC98.5KShares$3.83 Million0.01% of portfolio
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Cetera Investment Advisers Schaumburg, IL97.9KShares$3.8 Million0.01% of portfolio
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Per Stirling Capital Management, Llc. Austin, TX69.9KShares$2.71 Million0.43% of portfolio