Marcum Wealth, LLC Innovator U.S. Equity Buffer E Call Options Transaction History
Marcum Wealth, LLC
- $1.14 Billion
- Q1 2025
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding BJAN
# of Institutions
118Shares Held
4.09MCall Options Held
0Put Options Held
0-
Brookstone Capital Management485KShares$22.5 Million0.37% of portfolio
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Penserra Capital Management LLC Orinda, CA376KShares$17.4 Million0.31% of portfolio
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Integral Investment Advisors, Inc.249KShares$11.5 Million3.81% of portfolio
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High Tower Advisors, LLC Chicago, IL145KShares$6.71 Million0.01% of portfolio
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Onyx Bridge Wealth Group LLC134KShares$6.2 Million0.95% of portfolio