Kingswood Wealth Advisors, LLC Barclays Bank PLC Put Options Transaction History
Kingswood Wealth Advisors, LLC
- $1.11 Trillion
- Q2 2024
Put Options
0 transactions
Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
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Others Institutions Holding CAPE
# of Institutions
35Shares Held
9.2MCall Options Held
0Put Options Held
0-
Ubs Group Ag2.2MShares$63.8 Million0.02% of portfolio
-
Waddell & Associates, LLC1.95MShares$56.6 Million7.17% of portfolio
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Socha Financial Group, LLC Corning, NY1.86MShares$53.9 Million24.13% of portfolio
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Walled Lake Planning & Wealth Management, LLC Winnetka, IL853KShares$24.7 Million10.45% of portfolio
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Evensky & Katz LLC594KShares$17.2 Million1.15% of portfolio