Hb Wealth Management, LLC Invesco Index Fd Tr Bulletshar Call Options Transaction History
Hb Wealth Management, LLC
- $8.6 Billion
- Q2 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding BSCT
# of Institutions
166Shares Held
42.1MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY4.27MShares$80.3 Million0.01% of portfolio
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Clearstead Advisors, LLC Cleveland, OH2.57MShares$48.3 Million0.81% of portfolio
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Wilbanks Smith & Thomas Asset Management LLC2.41MShares$45.4 Million1.25% of portfolio
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Wells Fargo & Company San Francisco, CA1.87MShares$35.2 Million0.01% of portfolio
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Eastern Bank1.69MShares$31.7 Million1.28% of portfolio