Great Point Wealth Advisors, LLC Spdr Ser Tr Msci Usa Strategic Put Options Transaction History
Great Point Wealth Advisors, LLC
- $459 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 QUS
# of Institutions
165Shares Held
7.02MCall Options Held
0Put Options Held
0-
Colony Group LLC Boston, MA1.44MShares$231 Million2.62% of portfolio
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Tolleson Wealth Management, Inc. Dallas, TX678KShares$108 Million20.36% of portfolio
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Sfmg, LLC498KShares$79.5 Million6.44% of portfolio
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Envestnet Asset Management Inc417KShares$66.5 Million0.02% of portfolio
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Private Advisor Group, LLC336KShares$53.7 Million0.34% of portfolio