Gradient Capital Advisors, LLC Invesco Exc Self Ind Tr Call Options Transaction History
Gradient Capital Advisors, LLC
- $329 Million
- Q2 2025
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding BSCU
# of Institutions
224Shares Held
80.4MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC7.45MShares$126 Million1.38% of portfolio
-
Morgan Stanley New York, NY5.32MShares$89.6 Million0.01% of portfolio
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Raymond James Financial Inc St. Petersburg, FL4.49MShares$75.6 Million0.03% of portfolio
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Lido Advisors, LLC Los Angeles, CA4.16MShares$70.2 Million0.29% of portfolio
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Tru Wealth Advisors, LLC3.88MShares$65.4 Million3.84% of portfolio