Mark Sheptoff Financial Planning, LLC Columbia ETF Tr I Call Options Transaction History
Mark Sheptoff Financial Planning, LLC
- $186 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 RECS
# of Institutions
69Shares Held
21.7MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC5.98MShares$215 Million0.09% of portfolio
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Bank Of America Corp Charlotte, NC3.06MShares$110 Million0.01% of portfolio
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Ameriprise Financial Inc Minneapolis, MN1.79MShares$64.6 Million0.02% of portfolio
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Amplius Wealth Advisors, LLC1.22MShares$43.8 Million5.07% of portfolio
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Morgan Stanley New York, NY1.18MShares$42.3 Million0.0% of portfolio