Investment Planning Advisors, Inc. Victory Portf Ii Shs Us Small Call Options Transaction History
Investment Planning Advisors, Inc.
- $185 Million
- Q3 2024
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding CSB
# of Institutions
62Shares Held
1.57MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC264KShares$16.3 Million0.0% of portfolio
-
Ubs Group Ag159KShares$9.85 Million0.0% of portfolio
-
Cwm, LLC157KShares$9.72 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC108KShares$6.7 Million0.0% of portfolio
-
Envestnet Asset Management Inc79.1KShares$4.89 Million0.0% of portfolio