Kingsview Wealth Management, LLC Invesco ETF Tr Ii S&P Smallcap 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 |
---|
Others Institutions Holding XSHD
# of Institutions
36Shares Held
850KCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC145KShares$1.98 Million0.0% of portfolio
-
Concord Asset Management, Llc/Va Abingdon, VA138KShares$1.88 Million0.28% of portfolio
-
Concord Wealth Partners138KShares$1.88 Million0.28% of portfolio
-
Heartwood Wealth Advisors LLC122KShares$1.66 Million0.18% of portfolio
-
Cetera Investment Advisers Schaumburg, IL85KShares$1.16 Million0.0% of portfolio