Kestra Private Wealth Services, LLC Virtus ETF Tr Ii Seix Sr Ln Et Call Options Transaction History
Kestra Private Wealth Services, LLC
- $5.74 Billion
- Q1 2025
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding SEIX
# of Institutions
75Shares Held
6.35MCall Options Held
0Put Options Held
0-
Virtus Investment Advisers, Inc. Hartford, CT803KShares$18.9 Million6.56% of portfolio
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Drake & Associates, LLC Waukesha, WI750KShares$17.7 Million5.0% of portfolio
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Virtus Fund Advisers, LLC Hartford, CT529KShares$12.5 Million47.17% of portfolio
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Envestnet Asset Management Inc387KShares$9.13 Million0.0% of portfolio
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Ignite Planners, LLC320KShares$7.54 Million1.59% of portfolio