Fulcrum Equity Management Renaissance Cap Greenwich Fds Call Options Transaction History
Fulcrum Equity Management
- $93.4 Million
 - Q2 2025
 
Call Options
	  0 transactions
	
  | Quarter | Operation | Price Per call | calls change | calls Held | SEC Form | 
|---|
Others Institutions Holding IPO
# of Institutions
71Shares Held
739KCall Options Held
24.8KPut Options Held
0- 
    
      Tradition Wealth Management, LLC137KShares$6.64 Million0.54% of portfolio
 - 
    
      Goldman Sachs Group Inc New York, NY103KShares$5 Million0.0% of portfolio
 - 
    
      Cetera Investment Advisers Schaumburg, IL68.6KShares$3.33 Million0.01% of portfolio
 - 
    
      Lpl Financial LLC Fort Mill, SC62.7KShares$3.05 Million0.0% of portfolio
 - 
    
      Sfi Advisors, LLC Montclair, NJ60.8KShares$2.95 Million2.04% of portfolio