Crestwood Advisors Group LLC ETF Opportunities Tr Applied F Call Options Transaction History
Crestwood Advisors Group LLC
- $5.4 Billion
- Q2 2025
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding VSLU
# of Institutions
40Shares Held
5.81MCall Options Held
0Put Options Held
0-
Novare Capital Management LLC734KShares$30 Million2.37% of portfolio
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Newman Dignan & Sheerar, Inc.689KShares$28.1 Million6.28% of portfolio
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Watchman Group, Inc. Plano, TX586KShares$23.9 Million6.9% of portfolio
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Jacobi Capital Management LLC333KShares$13.6 Million0.89% of portfolio
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Jpmorgan Chase & CO New York, NY276KShares$11.3 Million0.0% of portfolio