Envestnet Asset Management Inc First Tr Iii Calif Mun High In Call Options Transaction History
Envestnet Asset Management Inc
- $326 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 FCAL
# of Institutions
83Shares Held
2.74MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC788KShares$38.8 Million0.01% of portfolio
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Morgan Stanley New York, NY211KShares$10.4 Million0.0% of portfolio
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Miracle Mile Advisors, LLC153KShares$7.55 Million0.12% of portfolio
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Citizens Business Bank Ontario, CA126KShares$6.19 Million1.23% of portfolio
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Westside Investment Management, Inc.110KShares$5.42 Million0.98% of portfolio