Lutz Financial Services LLC Spdr Portfolio Aggregate Bond Call Options Transaction History
Lutz Financial Services LLC
- $1.23 Billion
- Q3 2024
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding SPAB
# of Institutions
493Shares Held
261MCall Options Held
800Put Options Held
0-
Lpl Financial LLC Fort Mill, SC26.2MShares$672 Million0.31% of portfolio
-
Cwm, LLC15.1MShares$386 Million1.69% of portfolio
-
State Street Corp Boston, MA12.9MShares$331 Million0.01% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC11.9MShares$306 Million7.2% of portfolio
-
Envestnet Asset Management Inc11.5MShares$295 Million0.1% of portfolio