Institute For Wealth Management, Llc. Invesco S&P Smallcap Value Wit Call Options Transaction History
Institute For Wealth Management, Llc.
- $929 Million
- Q3 2025
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding XSVM
# of Institutions
137Shares Held
6.73MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC903KShares$49.9 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC480KShares$26.5 Million0.0% of portfolio
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Morgan Stanley New York, NY375KShares$20.7 Million0.0% of portfolio
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Valmark Advisers, Inc.311KShares$17.2 Million0.23% of portfolio
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360 Financial, Inc.311KShares$17.2 Million5.65% of portfolio