Kingsview Wealth Management, LLC Invesco Exchange Traded Fd Tr Call Options Transaction History
Kingsview Wealth Management, LLC
- $4.45 Billion
- Q3 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding PBP
# of Institutions
55Shares Held
2.04MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY457KShares$10.6 Million0.0% of portfolio
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Edmonds Duncan Registered Investment Advisors, LLC203KShares$4.73 Million1.04% of portfolio
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Empirical Financial Services, LLC D.B.A. Empirical Wealth Management200KShares$4.66 Million0.13% of portfolio
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Mount Lucas Management LP Newtown, PA112KShares$2.61 Million0.89% of portfolio
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Cullen/Frost Bankers, Inc.110KShares$2.55 Million0.03% of portfolio