Exencial Wealth Advisors, LLC Invesco ETF Tr Ii S&P Global W Call Options Transaction History
Exencial Wealth Advisors, LLC
- $2.72 Billion
- Q3 2024
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding CGW
# of Institutions
207Shares Held
6.33MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY943KShares$51.7 Million0.0% of portfolio
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Conservest Capital Advisors, Inc.572KShares$31.3 Million3.38% of portfolio
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Ubs Group Ag492KShares$26.9 Million0.01% of portfolio
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Weatherly Asset Management L. P.451KShares$24.7 Million2.43% of portfolio
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1832 Asset Management L.P. Toronto, A6332KShares$18.2 Million0.04% of portfolio