Napa Wealth Management Pacer Fds Tr Cash Cows Fd Fds Call Options Transaction History
Napa Wealth Management
- $148 Billion
- Q2 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding HERD
# of Institutions
42Shares Held
5.63MCall Options Held
0Put Options Held
0-
International Assets Investment Management, LLC Orlando, FL3.87MShares$150 Million0.26% of portfolio
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Advisory Resource Group256KShares$9.92 Million2.41% of portfolio
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Lpl Financial LLC Fort Mill, SC199KShares$7.71 Million0.0% of portfolio
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Envestnet Asset Management Inc188KShares$7.28 Million0.0% of portfolio
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High Tower Advisors, LLC Chicago, IL162KShares$6.28 Million0.01% of portfolio