Kellett Schaffner Wealth Advisors LLC Invesco S&P Smallcap Value Wit Put Options Transaction History
Kellett Schaffner Wealth Advisors LLC
- $107 Million
- Q3 2024
Put Options
0 transactions
| Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
|---|
Others Institutions Holding XSVM
# of Institutions
142Shares Held
9.34MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.64MShares$89.5 Million0.04% of portfolio
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Commonwealth Equity Services, LLC690KShares$37.6 Million0.06% of portfolio
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Cwm, LLC673KShares$36.7 Million0.16% of portfolio
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Morgan Stanley New York, NY587KShares$32.1 Million0.0% of portfolio
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Bank Of America Corp Charlotte, NC472KShares$25.8 Million0.0% of portfolio