Envestnet Asset Management Inc ETF Ser Solutions Clearshares 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 OPER
# of Institutions
28Shares Held
970KCall Options Held
0Put Options Held
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U.S. Capital Wealth Advisors, LLC Austin, TX365KShares$36.6 Million1.14% of portfolio
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Apollon Wealth Management, LLC Mount Pleasant, SC104KShares$10.5 Million0.22% of portfolio
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Silver Oak Securities, Inc Jackson, TN50.9KShares$5.11 Million0.45% of portfolio
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Cic Wealth, LLC Rockville, MD46.6KShares$4.68 Million1.21% of portfolio
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Blueprint Investment Partners LLC Greensboro, NC41.2KShares$4.13 Million0.89% of portfolio