Octavia Wealth Advisors, LLC Invesco Exchange Traded Fd Tr Call Options Transaction History
Octavia Wealth Advisors, LLC
- $822 Million
- Q4 2024
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding PYZ
# of Institutions
35Shares Held
188KCall Options Held
0Put Options Held
0-
Goldman Sachs Group Inc New York, NY54.2KShares$4.95 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC21.2KShares$1.94 Million0.0% of portfolio
-
Morgan Stanley New York, NY20.8KShares$1.9 Million0.0% of portfolio
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Concentric Wealth Management, LLC Lafayette, CA10.3KShares$941,5230.21% of portfolio
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Mai Capital Management10.1KShares$923,2410.01% of portfolio