Holistic Financial Partners First Tr ETF Viii Tcw Opportun 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 FIXD
# of Institutions
352Shares Held
98.3MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY11.4MShares$499 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC9.43MShares$412 Million0.2% of portfolio
-
Signature Estate & Investment Advisors LLC7.79MShares$341 Million8.16% of portfolio
-
Wells Fargo & Company San Francisco, CA7.02MShares$307 Million0.07% of portfolio
-
Ubs Group Ag3.63MShares$159 Million0.04% of portfolio