Merkkuri Wealth Advisors LLC First Tr Morningstar Dividend Call Options Transaction History
Merkkuri Wealth Advisors LLC
- $127 Billion
- Q3 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding FDL
# of Institutions
393Shares Held
64.6MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC8.45MShares$342 Million0.16% of portfolio
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Morgan Stanley New York, NY6.64MShares$268 Million0.02% of portfolio
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International Assets Investment Management, LLC Orlando, FL5.45MShares$221 Million0.36% of portfolio
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Wells Fargo & Company San Francisco, CA2.47MShares$99.8 Million0.02% of portfolio
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Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.94MShares$78.6 Million0.11% of portfolio