Mascoma Wealth Management LLC Invesco Et Self Idxd Fd Tr Bul Call Options Transaction History
Mascoma Wealth Management LLC
- $400 Million
- Q3 2024
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding BSJO
# of Institutions
157Shares Held
15.1MCall Options Held
0Put Options Held
0-
Mirador Capital Partners LP1.72MShares$39 Million7.16% of portfolio
-
Morgan Stanley New York, NY1.07MShares$24.2 Million0.0% of portfolio
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Cetera Investment Advisers Schaumburg, IL753KShares$17.1 Million0.04% of portfolio
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Envestnet Asset Management Inc634KShares$14.4 Million0.0% of portfolio
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Lpl Financial LLC Fort Mill, SC631KShares$14.3 Million0.01% of portfolio