Patriot Financial Group Insurance Agency, LLC Ishares Tr Us Small Cap Value Call Options Transaction History
Patriot Financial Group Insurance Agency, LLC
- $720 Million
- Q3 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding SVAL
# of Institutions
31Shares Held
3.33MCall Options Held
0Put Options Held
0-
Money Concepts Capital Corp2.02MShares$67.9 Million5.21% of portfolio
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Bt Wealth Management LLC484KShares$16.2 Million3.63% of portfolio
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Sanctuary Advisors, LLC Indianapolis, IN280KShares$9.42 Million0.06% of portfolio
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Truist Financial Corp97.1KShares$3.26 Million0.0% of portfolio
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Bank Of America Corp Charlotte, NC83.9KShares$2.82 Million0.0% of portfolio