Ep Wealth Advisors, LLC First Tr Iii Calif Mun High In Put Options Transaction History
Ep Wealth Advisors, LLC
- $8.44 Billion
- Q1 2024
Put Options
0 transactions
Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
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Others Institutions Holding FCAL
# of Institutions
54Shares Held
3.26MCall Options Held
0Put Options Held
0-
Miracle Mile Advisors, LLC1.33MShares$66 Million1.69% of portfolio
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Lpl Financial LLC Fort Mill, SC582KShares$28.9 Million0.02% of portfolio
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Morgan Stanley New York, NY192KShares$9.53 Million0.0% of portfolio
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Goldman Sachs Group Inc New York, NY113KShares$5.61 Million0.0% of portfolio
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Citizens Business Bank Ontario, CA89.9KShares$4.46 Million0.96% of portfolio