Kcs Wealth Advisory Ishares Tr Esg Screened S&P 50 Call Options Transaction History
Kcs Wealth Advisory
- $224 Million
- Q3 2023
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding XVV
# of Institutions
99Shares Held
2.8MCall Options Held
0Put Options Held
0-
Sun Life Financial Inc Toronto, A6823KShares$38.4 Million2.03% of portfolio
-
Becker Capital Management Inc203KShares$9.48 Million0.3% of portfolio
-
Lpl Financial LLC Fort Mill, SC140KShares$6.53 Million0.0% of portfolio
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Bsw Wealth Partners Boulder, CO97.9KShares$4.57 Million0.66% of portfolio
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Better Money Decisions, LLC93KShares$4.34 Million2.93% of portfolio