Parallel Advisors, LLC Wisdomtree Tree Mortgage Plus Call Options Transaction History
Parallel Advisors, LLC
- $4.31 Billion
- Q1 2025
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding MTGP
# of Institutions
40Shares Held
1.15MCall Options Held
0Put Options Held
0-
Invenio Wealth Partners LLC Coral Gables, FL163KShares$7.1 Million3.01% of portfolio
-
Iht Wealth Management, LLC Chicago, IL155KShares$6.73 Million0.22% of portfolio
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Atria Investments LLC Charlotte, NC112KShares$4.88 Million0.07% of portfolio
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Insight Advisors, LLC Newtown, PA89.7KShares$3.9 Million1.09% of portfolio
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Defined Financial Planning LLC San Rafael, CA65.9KShares$2.86 Million2.94% of portfolio