Marshall & Sterling Wealth Advisors Inc. Wisdomtree Tr Us Small Cap Qua Call Options Transaction History
Marshall & Sterling Wealth Advisors Inc.
- $145 Billion
- Q4 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding DGRS
# of Institutions
137Shares Held
7.61MCall Options Held
0Put Options Held
0-
Strategic Financial Concepts, LLC San Antonio, TX887KShares$45.7 Million0.16% of portfolio
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Lpl Financial LLC Fort Mill, SC579KShares$29.8 Million0.01% of portfolio
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Private Wealth Strategies, L.L.C.550KShares$28.4 Million5.29% of portfolio
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Hennion & Walsh Asset Management, Inc.496KShares$25.6 Million1.21% of portfolio
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Morgan Stanley New York, NY481KShares$24.8 Million0.0% of portfolio