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

Insight Wealth Partners, LLC

$723 Million
Q4 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding IG

# of Institutions

23

Shares Held

6.07M

Call Options Held

0

Put Options Held

0

Principal Securities, Inc. Des Moines, IA

2.14M
Shares

$44.1 Million
0.98% of portfolio
Envestnet Asset Management Inc

2.06M
Shares

$42.4 Million
0.01% of portfolio
Raymond James Financial Inc St. Petersburg, FL

674K
Shares

$13.9 Million
0.01% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

585K
Shares

$12.1 Million
0.02% of portfolio
Western Wealth Management, LLC

140K
Shares

$2.89 Million
0.89% of portfolio

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