Insight Wealth Partners, LLC Principal Fds Principal Invt G Call Options Transaction History

Insight Wealth Partners, LLC

$592 Million
Q1 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding IG

# of Institutions

21

Shares Held

6.04M

Call Options Held

0

Put Options Held

0

Principal Securities, Inc. Des Moines, IA

2.14M
Shares

$43.8 Million
0.97% of portfolio
Envestnet Asset Management Inc

2.09M
Shares

$42.9 Million
0.01% of portfolio
Raymond James Financial Inc St. Petersburg, FL

776K
Shares

$15.9 Million
0.01% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

585K
Shares

$12 Million
0.02% of portfolio
Royal Bank Of Canada Toronto, A6

57.4K
Shares

$1.18 Million
0.0% of portfolio

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