Lpl Financial LLC Pacer Fds Tr Wealthshield ETF Call Options Transaction History
Lpl Financial LLC
- $320 Billion
- Q3 2025
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding PWS
# of Institutions
20Shares Held
544KCall Options Held
0Put Options Held
0-
Napa Wealth Management Napa, CA294KShares$9.63 Million4.44% of portfolio
-
Org Partners LLC Roanoke, IN43.3KShares$1.42 Million0.31% of portfolio
-
Org Wealth Partners, LLC Dallas, TX35.7KShares$1.17 Million0.43% of portfolio
-
Concurrent Investment Advisors, LLC Tampa, FL20.7KShares$676,9420.01% of portfolio
-
Atria Investments LLC Charlotte, NC16KShares$523,4760.01% of portfolio