Lee Financial CO Ishares Morningstar Small Cap Call Options Transaction History
Lee Financial CO
- $650 Million
- Q1 2025
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding ISCG
# of Institutions
150Shares Held
7.7MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY1.06MShares$50.3 Million0.0% of portfolio
-
Northwestern Mutual Wealth Management CO465KShares$22 Million0.02% of portfolio
-
Avantax Advisory Services, Inc.399KShares$18.9 Million0.11% of portfolio
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Lpl Financial LLC Fort Mill, SC397KShares$18.8 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC371KShares$17.6 Million0.0% of portfolio