Intergy Private Wealth, LLC Spdr Portfolio S&P 500 Value E Call Options Transaction History
Intergy Private Wealth, LLC
- $260 Million
- Q3 2024
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding SPYV
# of Institutions
950Shares Held
379MCall Options Held
307KPut Options Held
3.5K-
Financial Engines Advisors L.L.C. Santa Clara, CA75.2MShares$4.05 Billion8.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC36MShares$1.94 Billion0.89% of portfolio
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Allworth Financial LP19.8MShares$1.07 Billion6.25% of portfolio
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Morgan Stanley New York, NY8.89MShares$479 Million0.03% of portfolio
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Valmark Advisers, Inc.7.35MShares$396 Million6.14% of portfolio