Delta Wealth Advisors LLC Global X Fds U S Pfd ETF (De) Call Options Transaction History
Delta Wealth Advisors LLC
- $119 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 PFFD
# of Institutions
316Shares Held
70MCall Options Held
20.4KPut Options Held
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Orgel Wealth Management, LLC7.03MShares$137 Million3.29% of portfolio
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Bank Of America Corp Charlotte, NC5.67MShares$110 Million0.01% of portfolio
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Morgan Stanley New York, NY4.47MShares$86.9 Million0.01% of portfolio
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Lpl Financial LLC Fort Mill, SC4.17MShares$81.1 Million0.03% of portfolio
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Global X Japan Co., Ltd. Chiyoda Ku, Tokyo, M03.48MShares$67.7 Million5.86% of portfolio