Modern Wealth Management, LLC Invesco Exchange Traded Fd Tr Call Options Transaction History
Modern Wealth Management, LLC
- $3.04 Billion
- Q1 2025
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding RWJ
# of Institutions
213Shares Held
24MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC3.16MShares$132 Million0.05% of portfolio
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Ameriprise Financial Inc Minneapolis, MN2.71MShares$113 Million0.03% of portfolio
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Morgan Stanley New York, NY2.04MShares$85.1 Million0.01% of portfolio
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Raymond James Financial Inc St. Petersburg, FL1.54MShares$64.1 Million0.02% of portfolio
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Fusion Family Wealth LLC1.43MShares$59.4 Million5.33% of portfolio