Ever Source Wealth Advisors, LLC Usaa ETF Tr Core Intermediate Call Options Transaction History
Ever Source Wealth Advisors, LLC
- $1.48 Billion
- Q3 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding UITB
# of Institutions
122Shares Held
45.3MCall Options Held
0Put Options Held
0-
Victory Capital Management Inc18.3MShares$851 Million0.89% of portfolio
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Charles Schwab Investment Management Inc San Francisco, CA6.45MShares$300 Million0.06% of portfolio
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United Services Automobile Association San Antonio, TX2.15MShares$100 Million2.66% of portfolio
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Morgan Stanley New York, NY2.11MShares$98.3 Million0.01% of portfolio
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Bogart Wealth, LLC1.76MShares$82 Million3.85% of portfolio