Pasadena Private Wealth, LLC Ishares Msci Usa Small Cap Mul Call Options Transaction History
Pasadena Private Wealth, LLC
- $416 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 SMLF
# of Institutions
148Shares Held
13.8MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY3.97MShares$257 Million16.35% of portfolio
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Wells Fargo & Company San Francisco, CA1.25MShares$80.9 Million0.02% of portfolio
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Acropolis Investment Management, LLC773KShares$50 Million3.05% of portfolio
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Ullmann Wealth Partners Group, LLC510KShares$33 Million4.82% of portfolio
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Black Rock Inc. New York, NY504KShares$32.6 Million0.0% of portfolio