Penobscot Wealth Management Spdr S&P Kensho New Economies Call Options Transaction History
Penobscot Wealth Management
- $168 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 KOMP
# of Institutions
143Shares Held
38.6MCall Options Held
27KPut Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA33.9MShares$1.66 Billion3.48% of portfolio
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Betterment LLC New York, NY1.58MShares$77.5 Million0.19% of portfolio
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Strategic Advocates LLC Logan, UT474KShares$23.2 Million8.66% of portfolio
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Horizon Investments, LLC Charlotte, NC220KShares$10.8 Million0.23% of portfolio
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Morgan Stanley New York, NY216KShares$10.6 Million0.0% of portfolio