Essential Planning, Llc. Invesco ETF Tr Ii S&P Global W Put Options Transaction History
Essential Planning, Llc.
- $269 Billion
- Q2 2025
Put Options
0 transactions
| Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
|---|
Others Institutions Holding CGW
# of Institutions
227Shares Held
6.64MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY857KShares$54.7 Million0.0% of portfolio
-
Ubs Group Ag516KShares$32.9 Million0.01% of portfolio
-
Conservest Capital Advisors, Inc.504KShares$32.2 Million3.14% of portfolio
-
Bank Of America Corp Charlotte, NC423KShares$27 Million0.0% of portfolio
-
Weatherly Asset Management L. P.412KShares$26.3 Million2.22% of portfolio