Personal Cfo Solutions, LLC J P Morgan Exchange Traded Fd Call Options Transaction History
Personal Cfo Solutions, LLC
- $600 Million
- Q1 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding JCPB
# of Institutions
243Shares Held
56.2MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.85MShares$320 Million0.03% of portfolio
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Jpmorgan Chase & CO New York, NY3.24MShares$152 Million0.01% of portfolio
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Legacy Wealth Management, Inc2.66MShares$124 Million8.93% of portfolio
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Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.86MShares$87 Million0.12% of portfolio
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Grant Street Asset Management, Inc. Canonsburg, PA1.4MShares$65.2 Million21.44% of portfolio