Fortis Group Advisors, LLC Wisdomtree Bloomberg U.S. Doll Call Options Transaction History
Fortis Group Advisors, LLC
- $581 Billion
- Q3 2025
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding USDU
# of Institutions
48Shares Held
3.39MCall Options Held
19KPut Options Held
33.6K-
Gen Wealth Group, Inc.638KShares$17.1 Million3.16% of portfolio
-
Osborne Partners Capital Management, LLC512KShares$13.8 Million0.69% of portfolio
-
Trek Financial, LLC Scottsdale, AZ324KShares$8.69 Million0.56% of portfolio
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Summit Place Financial Advisors, LLC206KShares$5.52 Million2.76% of portfolio
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Prevail Innovative Wealth Advisors, LLC Leawood, KS166KShares$4.45 Million0.85% of portfolio