Creative Capital Management Investments LLC Wisdomtree Tr Call Options Transaction History
Creative Capital Management Investments LLC
- $179 Million
- Q1 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding DWM
# of Institutions
133Shares Held
6.48MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.03MShares$57.6 Million0.0% of portfolio
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Lpl Financial LLC Fort Mill, SC789KShares$44.1 Million0.02% of portfolio
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Shakespeare Wealth Management, Inc. Pewaukee, WI438KShares$24.5 Million6.94% of portfolio
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Lri Investments, LLC Palm Beach Gardens, FL399KShares$22.3 Million2.98% of portfolio
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Legacy Financial Advisors, Inc.397KShares$22.2 Million4.33% of portfolio