Joseph P. Lucia & Associates, LLC Ishares Morningstar Mid Cap Va Call Options Transaction History
Joseph P. Lucia & Associates, LLC
- $168 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 IMCV
# of Institutions
137Shares Held
5.11MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY807KShares$60.2 Million0.0% of portfolio
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Equitable Holdings, Inc. New York, NY393KShares$29.3 Million0.3% of portfolio
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Orgel Wealth Management, LLC348KShares$25.9 Million0.68% of portfolio
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Bank Of America Corp Charlotte, NC339KShares$25.3 Million0.0% of portfolio
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Raymond James Financial Services Advisors, Inc. St. Petersburg, FL255KShares$19 Million0.03% of portfolio