O'Brien Wealth Partners LLC Principal ETF U S Mega Cap Call Options Transaction History
O'Brien Wealth Partners LLC
- $484 Million
- Q3 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding USMC
# of Institutions
51Shares Held
13MCall Options Held
0Put Options Held
0-
Principal Securities, Inc. Des Moines, IA4.41MShares$266 Million6.08% of portfolio
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Envestnet Asset Management Inc4.28MShares$258 Million0.08% of portfolio
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Lpl Financial LLC Fort Mill, SC442KShares$26.7 Million0.01% of portfolio
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Raymond James Financial Services Advisors, Inc. St. Petersburg, FL425KShares$25.6 Million0.03% of portfolio
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Morgan Stanley New York, NY418KShares$25.2 Million0.0% of portfolio