Jackson Wealth Management, LLC Spdr Portfolio Aggregate Bond Call Options Transaction History
Jackson Wealth Management, LLC
- $340 Million
- Q2 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding SPAB
# of Institutions
479Shares Held
235MCall Options Held
300Put Options Held
0-
Lpl Financial LLC Fort Mill, SC22.8MShares$599 Million0.29% of portfolio
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Cwm, LLC14MShares$367 Million1.66% of portfolio
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Envestnet Asset Management Inc10.9MShares$285 Million0.1% of portfolio
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Cliftonlarsonallen Wealth Advisors, LLC10.8MShares$283 Million5.81% of portfolio
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Cerity Partners LLC New York, NY8.9MShares$233 Million0.59% of portfolio