Modera Wealth Management, LLC Invesco Exchange Traded Fd Tr Call Options Transaction History
Modera Wealth Management, LLC
- $6.54 Billion
- Q1 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding PRF
# of Institutions
507Shares Held
130MCall Options Held
3.7KPut Options Held
500-
Charles Schwab Investment Advisory, Inc. San Francisco, CA24.1MShares$940 Million1.27% of portfolio
-
Bank Of America Corp Charlotte, NC10.8MShares$423 Million0.04% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN6.32MShares$247 Million0.07% of portfolio
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Rfg Advisory, LLC Birmingham, AL5.57MShares$217 Million7.1% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA5.51MShares$215 Million0.15% of portfolio