Kestra Advisory Services, LLC Wisdomtree U.S. Largecap Fund Call Options Transaction History
Kestra Advisory Services, LLC
- $17.2 Billion
- Q4 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding EPS
# of Institutions
147Shares Held
14.1MCall Options Held
0Put Options Held
0-
Fiduciary Trust CO Boston, MA2.26MShares$145 Million1.88% of portfolio
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Private Wealth Strategies, L.L.C.1.27MShares$81.5 Million14.73% of portfolio
-
Lido Advisors, LLC Los Angeles, CA1.24MShares$79.8 Million0.35% of portfolio
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Lpl Financial LLC Fort Mill, SC1.08MShares$69.4 Million0.03% of portfolio
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Private Advisor Group, LLC1.03MShares$66.4 Million0.36% of portfolio