Integrated Wealth Concepts LLC Spdr Ser Tr Msci Usa Strategic Call Options Transaction History
Integrated Wealth Concepts LLC
- $7.83 Billion
- Q3 2024
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding QUS
# of Institutions
166Shares Held
7.03MCall Options Held
0Put Options Held
0-
Colony Group LLC Boston, MA1.44MShares$236 Million2.62% of portfolio
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Tolleson Wealth Management, Inc. Dallas, TX678KShares$111 Million20.36% of portfolio
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Sfmg, LLC508KShares$83.2 Million6.6% of portfolio
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Envestnet Asset Management Inc417KShares$68.2 Million0.02% of portfolio
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Private Advisor Group, LLC336KShares$55 Million0.34% of portfolio