Holistic Financial Partners First Tr Exchange Traded Iv Call Options Transaction History
Holistic Financial Partners
- $205 Million
- Q3 2024
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding EMLP
# of Institutions
336Shares Held
68.4MCall Options Held
3.6KPut Options Held
0-
Morgan Stanley New York, NY16.3MShares$582 Million0.04% of portfolio
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Tiedemann Advisors, LLC4.04MShares$144 Million4.62% of portfolio
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Capital Investment Advisors, LLC3.59MShares$128 Million2.52% of portfolio
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Al Ti Global, Inc. New York, NY3.46MShares$123 Million2.83% of portfolio
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Glenview Trust CO Louisville, KY2.5MShares$89.2 Million1.64% of portfolio