Holistic Planning, LLC Invesco Dwa Industrials Moment Put Options Transaction History
Holistic Planning, LLC
- $130 Billion
- Q2 2024
Put Options
0 transactions
Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
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Others Institutions Holding PRN
# of Institutions
72Shares Held
806KCall Options Held
2KPut Options Held
5K-
Wells Fargo & Company San Francisco, CA130KShares$18.6 Million0.0% of portfolio
-
Transamerica Financial Advisors, Inc. Clearwater, FL113KShares$16.2 Million1.61% of portfolio
-
Janney Montgomery Scott LLC65.2KShares$9.31 Million0.03% of portfolio
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Morgan Stanley New York, NY63KShares$9 Million0.0% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN46.3KShares$6.6 Million0.0% of portfolio