Insight Wealth Strategies, LLC Invesco Exchange Traded Fd Tr Call Options Transaction History
Insight Wealth Strategies, LLC
- $788 Million
- Q3 2025
Call Options
	  0 transactions
	
  | Quarter | Operation | Price Per call | calls change | calls Held | SEC Form | 
|---|
Others Institutions Holding RDIV
# of Institutions
133Shares Held
6.63MCall Options Held
0Put Options Held
0- 
    
      Morgan Stanley New York, NY1.05MShares$53.5 Million0.0% of portfolio
- 
    
      Heartwood Wealth Advisors LLC724KShares$37 Million3.69% of portfolio
- 
    
      Lpl Financial LLC Fort Mill, SC582KShares$29.7 Million0.01% of portfolio
- 
    
      Bank Of America Corp Charlotte, NC551KShares$28.1 Million0.0% of portfolio
- 
    
      Wells Fargo & Company San Francisco, CA340KShares$17.4 Million0.0% of portfolio