Dfpg Investments, LLC Ishares Morningstar Mid Cap Va Call Options Transaction History
Dfpg Investments, LLC
- $1.29 Billion
- Q4 2023
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding IMCV
# of Institutions
135Shares Held
5.34MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY798KShares$55.6 Million0.0% of portfolio
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Equitable Holdings, Inc. New York, NY531KShares$37 Million0.45% of portfolio
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Orgel Wealth Management, LLC352KShares$24.6 Million0.73% of portfolio
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Bank Of America Corp Charlotte, NC316KShares$22 Million0.0% of portfolio
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Raymond James Financial Services Advisors, Inc. St. Petersburg, FL239KShares$16.7 Million0.03% of portfolio