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

Insight Wealth Partners, LLC

$630 Million
Q2 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

25

Shares Held

7.38M

Call Options Held

0

Put Options Held

0

Envestnet Asset Management Inc

3M
Shares

$62.6 Million
0.02% of portfolio
Principal Securities, Inc. Des Moines, IA

2.56M
Shares

$53.4 Million
1.0% of portfolio
Raymond James Financial Inc St. Petersburg, FL

782K
Shares

$16.3 Million
0.01% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

585K
Shares

$12.2 Million
0.02% of portfolio
Royal Bank Of Canada Toronto, A6

58.2K
Shares

$1.22 Million
0.0% of portfolio

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