Montz Harcus Wealth Management LLC Invesco Actively Call Options Transaction History
Montz Harcus Wealth Management LLC
- $169 Million
- Q3 2024
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding PSR
# of Institutions
56Shares Held
361KCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC42.4KShares$4.03 Million0.0% of portfolio
-
Merit Financial Group, LLC40.7KShares$3.87 Million0.09% of portfolio
-
Koshinski Asset Management, Inc.32.7KShares$3.11 Million0.29% of portfolio
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Morgan Stanley New York, NY30.2KShares$2.88 Million0.0% of portfolio
-
Avantax Advisory Services, Inc.18.7KShares$1.77 Million0.01% of portfolio