Napa Wealth Management Exchange Listed Fds Tr Saba Cl Call Options Transaction History
Napa Wealth Management
- $211 Billion
- Q3 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding CEFS
# of Institutions
70Shares Held
3.44MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC499KShares$10.8 Million0.01% of portfolio
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Fortress Wealth Management, Inc.341KShares$7.41 Million4.21% of portfolio
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Foundations Investment Advisors, LLC217KShares$4.73 Million0.11% of portfolio
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American Portfolios Advisors Holbrook, NY199KShares$4.33 Million0.14% of portfolio
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Envestnet Asset Management Inc185KShares$4.02 Million0.0% of portfolio