Octavia Wealth Advisors, LLC Spdr Portfolio S&P 500 Value E Call Options Transaction History
Octavia Wealth Advisors, LLC
- $871 Million
- Q2 2025
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding SPYV
# of Institutions
1,149Shares Held
443MCall Options Held
302KPut Options Held
26K-
Financial Engines Advisors L.L.C. Santa Clara, CA81.1MShares$4.32 Billion8.5% of portfolio
-
Lpl Financial LLC Fort Mill, SC45.1MShares$2.41 Billion0.83% of portfolio
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Allworth Financial LP16.6MShares$887 Million4.32% of portfolio
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Morgan Stanley New York, NY9.8MShares$522 Million0.03% of portfolio
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Valmark Advisers, Inc.8.27MShares$441 Million6.12% of portfolio