Kellett Schaffner Wealth Advisors LLC Innovator U.S. Equity Ultra Bu Put Options Transaction History
Kellett Schaffner Wealth Advisors LLC
- $124 Million
- Q2 2024
Put Options
0 transactions
Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
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Others Institutions Holding UAPR
# of Institutions
82Shares Held
4.83MCall Options Held
0Put Options Held
0-
Brookstone Capital Management644KShares$19.4 Million0.35% of portfolio
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Ae Wealth Management LLC316KShares$9.53 Million0.1% of portfolio
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Tradition Wealth Management, LLC298KShares$8.99 Million0.88% of portfolio
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Commonwealth Equity Services, LLC283KShares$8.52 Million0.01% of portfolio
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Kfg Wealth Management, LLC Granger, IN233KShares$7.03 Million2.95% of portfolio