Lodestone Wealth Management LLC Wisdomtree Emerging Markets Sm Call Options Transaction History
Lodestone Wealth Management LLC
- $200 Billion
- Q3 2024
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding DGS
# of Institutions
247Shares Held
29.2MCall Options Held
17.4KPut Options Held
100-
Creative Planning Overland Park, KS13.1MShares$659 Million0.7% of portfolio
-
Bank Of America Corp Charlotte, NC1.18MShares$59.2 Million0.01% of portfolio
-
Unison Advisors LLC816KShares$41.1 Million5.3% of portfolio
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Morgan Stanley New York, NY717KShares$36.1 Million0.0% of portfolio
-
Congress Wealth Management LLC Boston, MA641KShares$32.2 Million0.48% of portfolio