Holistic Financial Partners First Tr ETF Iv Long Duration Call Options Transaction History
Holistic Financial Partners
- $197 Million
- Q4 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding LGOV
# of Institutions
114Shares Held
22.6MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC2.84MShares$60.3 Million0.03% of portfolio
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Raymond James Financial Inc St. Petersburg, FL1.37MShares$29 Million0.01% of portfolio
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Morgan Stanley New York, NY1.13MShares$24 Million0.0% of portfolio
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Envestnet Asset Management Inc1.13MShares$23.9 Million0.01% of portfolio
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Atria Wealth Solutions, Inc. New York, NY1.03MShares$21.9 Million0.25% of portfolio