Kellett Schaffner Wealth Advisors LLC Invesco S&P Smallcap Value Wit Put Options Transaction History
Kellett Schaffner Wealth Advisors LLC
- $114 Million
- Q1 2025
Put Options
0 transactions
| Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
|---|
Others Institutions Holding XSVM
# of Institutions
141Shares Held
8.11MCall Options Held
100Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.23MShares$59.5 Million0.03% of portfolio
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Commonwealth Equity Services, LLC604KShares$29.3 Million0.04% of portfolio
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Cwm, LLC573KShares$27.7 Million0.11% of portfolio
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Morgan Stanley New York, NY546KShares$26.5 Million0.0% of portfolio
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Bank Of America Corp Charlotte, NC454KShares$22 Million0.0% of portfolio