Monterey Private Wealth, Inc. First Tr Iii Calif Mun High In Call Options Transaction History
Monterey Private Wealth, Inc.
- $267 Million
- Q2 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding FCAL
# of Institutions
54Shares Held
3.68MCall Options Held
0Put Options Held
0-
Miracle Mile Advisors, LLC1.72MShares$85.1 Million2.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC582KShares$28.8 Million0.02% of portfolio
-
Morgan Stanley New York, NY192KShares$9.52 Million0.0% of portfolio
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Goldman Sachs Group Inc New York, NY113KShares$5.61 Million0.0% of portfolio
-
Westside Investment Management, Inc.89.9KShares$4.46 Million1.02% of portfolio