Outlook Wealth Advisors, LLC Ishares U S ETF Tr Int Rate He Call Options Transaction History
Outlook Wealth Advisors, LLC
- $277 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 LQDH
# of Institutions
82Shares Held
3.06MCall Options Held
0Put Options Held
0-
Destination Wealth Management751KShares$69.8 Million2.33% of portfolio
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Bank Of America Corp Charlotte, NC325KShares$30.2 Million0.0% of portfolio
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Lpl Financial LLC Fort Mill, SC217KShares$20.2 Million0.01% of portfolio
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Leo Wealth, LLC Hurst, TX208KShares$19.3 Million1.98% of portfolio
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Leo Brokerage, LLC187KShares$17.4 Million1.99% of portfolio