Kingsview Wealth Management, LLC Principal Exchange Traded Fund Call Options Transaction History
Kingsview Wealth Management, LLC
- $4.73 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 PY
# of Institutions
18Shares Held
6.77MCall Options Held
0Put Options Held
0-
Principal Financial Group Inc Des Moines, IA4.88MShares$236 Million0.14% of portfolio
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Principal Securities, Inc. Des Moines, IA877KShares$42.5 Million0.97% of portfolio
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Envestnet Asset Management Inc812KShares$39.3 Million0.01% of portfolio
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Wealth Enhancement Advisory Services, LLC99.1KShares$4.8 Million0.01% of portfolio
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Lpl Financial LLC Fort Mill, SC31.1KShares$1.5 Million0.0% of portfolio