Laurel Wealth Planning LLC Invesco ETF Tr Ii Natl Amt Fre Call Options Transaction History
Laurel Wealth Planning LLC
- $151 Million
- Q1 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding PZA
# of Institutions
211Shares Held
76.7MCall Options Held
3.5KPut Options Held
23K-
Bank Of America Corp Charlotte, NC39.8MShares$947 Million0.09% of portfolio
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Ubs Group Ag3.16MShares$75.3 Million0.02% of portfolio
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Cliftonlarsonallen Wealth Advisors, LLC2.2MShares$52.4 Million1.19% of portfolio
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Morgan Stanley New York, NY2.03MShares$48.3 Million0.0% of portfolio
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Wells Fargo & Company San Francisco, CA1.76MShares$41.8 Million0.01% of portfolio