Lord & Richards Wealth Management, LLC Bny Mellon ETF Tr Core Bond Et Put Options Transaction History
Lord & Richards Wealth Management, LLC
- $95.7 Billion
- Q2 2025
Put Options
0 transactions
Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
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Others Institutions Holding BKAG
# of Institutions
74Shares Held
40.3MCall Options Held
0Put Options Held
0-
Rpoa Advisors, Inc. Plano, TX25.7MShares$1.08 Billion28.91% of portfolio
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Bank Of America Corp Charlotte, NC2.31MShares$97.6 Million0.01% of portfolio
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Total Investment Management Inc Scottsdale, AZ1.65MShares$69.7 Million9.14% of portfolio
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Talon Private Wealth, LLC The Villages, FL1.36MShares$57.4 Million7.91% of portfolio
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Tanager Wealth Management LLP1.07MShares$45.1 Million5.32% of portfolio