Forefront Wealth Partners, LLC Spdr Nuveen Bloomberg Municipa Call Options Transaction History
Forefront Wealth Partners, LLC
- $147 Billion
- Q1 2025
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding TFI
# of Institutions
339Shares Held
78.3MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC13.2MShares$589 Million0.05% of portfolio
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Betterment LLC New York, NY7.09MShares$317 Million0.78% of portfolio
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Jpmorgan Chase & CO New York, NY6.32MShares$282 Million0.02% of portfolio
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Northwestern Mutual Wealth Management CO4.94MShares$221 Million0.18% of portfolio
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Morgan Stanley New York, NY3.94MShares$176 Million0.01% of portfolio