Dougherty Wealth Advisers LLC Spdr Index Shs Fds Spdr Portfo Call Options Transaction History
Dougherty Wealth Advisers LLC
- $150 Million
- Q2 2025
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding SPEU
# of Institutions
115Shares Held
7.24MCall Options Held
9.5KPut Options Held
0-
Cwm, LLC2.05MShares$97.5 Million0.35% of portfolio
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Morgan Stanley New York, NY938KShares$44.7 Million0.0% of portfolio
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Lpl Financial LLC Fort Mill, SC840KShares$40 Million0.02% of portfolio
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Main Management ETF Advisors, LLC San Francisco, CA356KShares$16.9 Million0.76% of portfolio
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Advisor Group Holdings, Inc. Phoenix, AZ345KShares$16.4 Million0.04% of portfolio