New Edge Wealth, LLC Invesco Exchange Traded Fd Tr Call Options Transaction History
New Edge Wealth, LLC
- $5.41 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 PBE
# of Institutions
111Shares Held
1.36MCall Options Held
0Put Options Held
0-
Gerber Kawasaki Wealth & Investment Management217KShares$14.3 Million0.7% of portfolio
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Morgan Stanley New York, NY195KShares$12.9 Million0.0% of portfolio
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Lpl Financial LLC Fort Mill, SC90.6KShares$5.99 Million0.0% of portfolio
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Ubs Group Ag79.5KShares$5.25 Million0.0% of portfolio
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Wells Fargo & Company San Francisco, CA75.6KShares$4.99 Million0.0% of portfolio