O'Brien Wealth Partners LLC Principal ETF U S Mega Cap Call Options Transaction History
O'Brien Wealth Partners LLC
- $419 Million
- Q2 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
42Shares Held
47.2MCall Options Held
0Put Options Held
0-
Principal Financial Group Inc Des Moines, IA35.2MShares$1.94 Billion1.19% of portfolio
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Principal Securities, Inc. Des Moines, IA4.33MShares$238 Million6.47% of portfolio
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Envestnet Asset Management Inc4.21MShares$231 Million0.08% of portfolio
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Raymond James Financial Services Advisors, Inc. St. Petersburg, FL431KShares$23.7 Million0.03% of portfolio
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Lpl Financial LLC Fort Mill, SC389KShares$21.4 Million0.01% of portfolio