Holistic Financial Partners First Tr Large Cap Value Put Options Transaction History
Holistic Financial Partners
- $222 Million
- Q2 2025
Put Options
0 transactions
| Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
|---|
Others Institutions Holding FTA
# of Institutions
225Shares Held
10.7MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.07MShares$174 Million0.01% of portfolio
-
Ubs Group Ag974KShares$81.7 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC872KShares$73.2 Million0.02% of portfolio
-
Envestnet Asset Management Inc415KShares$34.8 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC343KShares$28.7 Million0.0% of portfolio