Lehman & Derafelo Financial Resources LLC Trust For Professional Mgr Cro Call Options Transaction History
Lehman & Derafelo Financial Resources LLC
- $337 Million
- Q4 2022
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding SPC
# of Institutions
12Shares Held
1.73MCall Options Held
0Put Options Held
0-
Morton Capital Management Llc/Ca Calabasas, CA1.53MShares$33.3 Million8.86% of portfolio
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Bank Of America Corp Charlotte, NC51.4KShares$1.12 Million0.0% of portfolio
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Ellsworth Advisors, LLC35.7KShares$775,2430.22% of portfolio
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Westbourne Investment Advisors, Inc.29.8KShares$647,2070.0% of portfolio
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New Edge Advisors, LLC New Orleans, LA25.1KShares$543,9630.0% of portfolio