Kwb Wealth Invesco 1 30 Laddered Treasury Call Options Transaction History
Kwb Wealth
- $806 Million
- Q3 2024
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding PLW
# of Institutions
75Shares Held
26.9MCall Options Held
0Put Options Held
0-
Invesco Ltd. Atlanta, GA10.4MShares$00.0% of portfolio
-
Orgel Wealth Management, LLC4.9MShares$00.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.98MShares$00.0% of portfolio
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Pfs Investments Inc. Duluth, GA1.23MShares$00.59% of portfolio
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Bank Of America Corp Charlotte, NC869KShares$00.0% of portfolio