High Note Wealth, LLC Wisdomtree Tr Dynamic Currency Call Options Transaction History
High Note Wealth, LLC
- $425 Million
- Q2 2025
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding DDLS
# of Institutions
41Shares Held
1.2MCall Options Held
0Put Options Held
0-
Cetera Investment Advisers Schaumburg, IL187KShares$7.75 Million0.01% of portfolio
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Berkeley, Inc Boise, ID167KShares$6.89 Million2.36% of portfolio
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Bms Financial Advisors, LLC106KShares$4.36 Million2.24% of portfolio
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Ae Wealth Management LLC105KShares$4.32 Million0.04% of portfolio
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Exchange Capital Management, Inc.70KShares$2.89 Million0.46% of portfolio