Personal Cfo Solutions, LLC Spdr Ssga Us Small Cap Low Vol 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 |
|---|
Others Institutions Holding SMLV
# of Institutions
80Shares Held
795KCall Options Held
0Put Options Held
0-
Congress Wealth Management LLC Boston, MA166KShares$21 Million0.33% of portfolio
-
Mc Naughton Wealth Management, LLC88.2KShares$11.2 Million5.14% of portfolio
-
Dorval Corp Maple Grove, MN66.6KShares$8.42 Million3.36% of portfolio
-
Kestra Advisory Services, LLC48.6KShares$6.14 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC44.3KShares$5.6 Million0.0% of portfolio