Kingswood Wealth Advisors, LLC Ishares Tr Call Options Transaction History
Kingswood Wealth Advisors, LLC
- $1.4 Trillion
- Q3 2024
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding IAK
# of Institutions
152Shares Held
3.71MCall Options Held
200Put Options Held
0-
Morgan Stanley New York, NY428KShares$56.9 Million0.0% of portfolio
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Wells Fargo & Company San Francisco, CA249KShares$33.1 Million0.01% of portfolio
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Mml Investors Services, LLC Springfield, MA219KShares$29 Million0.1% of portfolio
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Spc Financial, Inc.167KShares$22.2 Million1.91% of portfolio
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Lpl Financial LLC Fort Mill, SC167KShares$22.2 Million0.01% of portfolio