Kingswood Wealth Advisors, LLC Ishares Tr Call Options Transaction History
Kingswood Wealth Advisors, LLC
- $1.27 Trillion
- Q2 2025
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding IHE
# of Institutions
157Shares Held
4.81MCall Options Held
3KPut Options Held
0-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa2.98MShares$197 Million0.08% of portfolio
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Morgan Stanley New York, NY212KShares$14 Million0.0% of portfolio
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Bank Of America Corp Charlotte, NC141KShares$9.3 Million0.0% of portfolio
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Lpl Financial LLC Fort Mill, SC118KShares$7.78 Million0.0% of portfolio
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Goldman Sachs Group Inc New York, NY105KShares$6.92 Million0.0% of portfolio