Crestwood Advisors Group LLC Ishares Morningstar U.S. Equit Call Options Transaction History
Crestwood Advisors Group LLC
- $4.74 Billion
- Q2 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding ILCB
# of Institutions
165Shares Held
4.24MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY473KShares$35.9 Million0.0% of portfolio
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Equitable Holdings, Inc. New York, NY450KShares$34.1 Million0.37% of portfolio
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Ameriprise Financial Inc Minneapolis, MN425KShares$32.2 Million0.01% of portfolio
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Wealth Enhancement Advisory Services, LLC192KShares$14.6 Million0.04% of portfolio
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Lpl Financial LLC Fort Mill, SC182KShares$13.8 Million0.01% of portfolio