Falcon Wealth Planning Wisdomtree Tr Put Options Transaction History
Falcon Wealth Planning
- $798 Million
- Q3 2024
Put Options
0 transactions
Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
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Others Institutions Holding IHDG
# of Institutions
253Shares Held
47.3MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY6.71MShares$301 Million0.02% of portfolio
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Lpl Financial LLC Fort Mill, SC5.07MShares$227 Million0.11% of portfolio
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Bank Of America Corp Charlotte, NC3.35MShares$150 Million0.01% of portfolio
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Ameriprise Financial Inc Minneapolis, MN2.51MShares$113 Million0.03% of portfolio
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Envestnet Asset Management Inc1.41MShares$63.3 Million0.02% of portfolio