Lwm Advisory Services, LLC Jpmorgan Tr. Diversified Retur Call Options Transaction History
Lwm Advisory Services, LLC
- $131 Million
- Q3 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding JPME
# of Institutions
86Shares Held
3MCall Options Held
0Put Options Held
0-
Cerity Partners LLC New York, NY692KShares$74.3 Million0.16% of portfolio
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High Tower Advisors, LLC Chicago, IL292KShares$31.3 Million0.04% of portfolio
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Morgan Stanley New York, NY288KShares$31 Million0.0% of portfolio
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Creative One Wealth, LLC Overland Park, KS225KShares$24.1 Million0.86% of portfolio
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Lpl Financial LLC Fort Mill, SC215KShares$23.1 Million0.01% of portfolio