Kellett Schaffner Wealth Advisors LLC Innovator U.S. Equity Ultra Bu Call Options Transaction History
Kellett Schaffner Wealth Advisors LLC
- $128 Million
- Q2 2025
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding USEP
# of Institutions
71Shares Held
2.78MCall Options Held
0Put Options Held
0-
Sovran Advisors, LLC San Diego, CA601KShares$02.33% of portfolio
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Simplicity Wealth,Llc167KShares$00.0% of portfolio
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C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH138KShares$00.48% of portfolio
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Kestra Advisory Services, LLC84KShares$00.0% of portfolio
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Advisor Group Holdings, Inc. Phoenix, AZ68.8KShares$00.0% of portfolio