Orgel Wealth Management, LLC Invesco Exchange Traded Fd Tr Put Options Transaction History
Orgel Wealth Management, LLC
- $3.85 Billion
- Q3 2024
Put Options
0 transactions
| Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
|---|
Others Institutions Holding SPHQ
# of Institutions
563Shares Held
123MCall Options Held
6.9KPut Options Held
0-
First Command Advisory Services, Inc.12.3MShares$823 Million8.0% of portfolio
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Envestnet Asset Management Inc12.1MShares$812 Million0.27% of portfolio
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Wealth Enhancement Advisory Services, LLC7.83MShares$524 Million1.19% of portfolio
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Lpl Financial LLC Fort Mill, SC7.74MShares$518 Million0.24% of portfolio
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Cliftonlarsonallen Wealth Advisors, LLC7.28MShares$487 Million11.31% of portfolio