Peak Financial Advisors LLC Vaneck Morningstar Wide Moat E Call Options Transaction History
Peak Financial Advisors LLC
- $159 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 MOAT
# of Institutions
699Shares Held
98.3MCall Options Held
31.5KPut Options Held
7.5K-
Morgan Stanley New York, NY8.66MShares$743 Million0.05% of portfolio
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Bank Of America Corp Charlotte, NC8.12MShares$697 Million0.06% of portfolio
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Lpl Financial LLC Fort Mill, SC7.88MShares$676 Million0.31% of portfolio
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Raymond James Financial Services Advisors, Inc. St. Petersburg, FL3.21MShares$276 Million0.38% of portfolio
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Mesirow Financial Investment Management, Inc.2.64MShares$227 Million4.59% of portfolio