Milestone Investment Advisors LLC Legg Mason ETF Invt Tr Clearbr Call Options Transaction History
Milestone Investment Advisors LLC
- $351 Million
- Q3 2024
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding LRGE
# of Institutions
79Shares Held
3.4MCall Options Held
0Put Options Held
0-
Opal Wealth Advisors, LLC Jericho, NY528KShares$40.3 Million12.27% of portfolio
-
Morgan Stanley New York, NY454KShares$34.6 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC331KShares$25.2 Million0.01% of portfolio
-
Avantax Advisory Services, Inc.306KShares$23.3 Million0.15% of portfolio
-
Royal Bank Of Canada Toronto, A6230KShares$17.5 Million0.0% of portfolio