Holos Integrated Wealth LLC Fidelity Merrimack Str Tr LTD Call Options Transaction History
Holos Integrated Wealth LLC
- $153 Billion
- Q1 2025
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding FLTB
# of Institutions
72Shares Held
2.74MCall Options Held
0Put Options Held
0-
Ubs Group Ag564KShares$28.5 Million0.01% of portfolio
-
Commonwealth Equity Services, LLC337KShares$17 Million0.02% of portfolio
-
Envestnet Asset Management Inc230KShares$11.6 Million0.0% of portfolio
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Morgan Stanley New York, NY180KShares$9.08 Million0.0% of portfolio
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Vestmark Advisory Solutions, Inc.116KShares$5.87 Million0.1% of portfolio