Highland Financial Advisors, LLC Columbia ETF Tr Ii Call Options Transaction History
Highland Financial Advisors, LLC
- $281 Million
- Q3 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding XCEM
# of Institutions
154Shares Held
30.2MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY4.16MShares$126 Million0.01% of portfolio
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Bank Of America Corp Charlotte, NC3.76MShares$114 Million0.01% of portfolio
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Lpl Financial LLC Fort Mill, SC1.42MShares$43 Million0.02% of portfolio
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Marotta Asset Management874KShares$26.5 Million5.41% of portfolio
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Ma Private Wealth769KShares$23.3 Million4.71% of portfolio