Montag A & Associates Inc Invesco S&P Smallcap Financial Call Options Transaction History
Montag A & Associates Inc
- $2.08 Billion
- Q4 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding PSCF
# of Institutions
26Shares Held
102KCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY28.3KShares$1.61 Million0.0% of portfolio
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Atlas Wealth LLC Cincinnati, OH11.2KShares$636,1200.35% of portfolio
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Harbor Capital Advisors, Inc.8.39KShares$475,4040.02% of portfolio
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Gladstone Institutional Advisory LLC Boca Raton, FL8.34KShares$472,7410.02% of portfolio
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Wells Fargo & Company San Francisco, CA6.49KShares$367,7310.0% of portfolio