Phoenix Wealth Advisors Innovator U.S. Equity Power Bu Put Options Transaction History
Phoenix Wealth Advisors
- $254 Million
 - Q3 2025
 
Put Options
	  0 transactions
	
  | Quarter | Operation | Price Per put | puts change | puts Held | SEC Form | 
|---|
Others Institutions Holding PSEP
# of Institutions
229Shares Held
16.8MCall Options Held
0Put Options Held
0- 
    
      Alliancebernstein L.P. New York, NY3.3MShares$00.0% of portfolio
 - 
    
      Penserra Capital Management LLC Orinda, CA1.43MShares$00.82% of portfolio
 - 
    
      Commonwealth Equity Services, LLC1.13MShares$00.06% of portfolio
 - 
    
      Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.03MShares$00.0% of portfolio
 - 
    
      Brookstone Capital Management825KShares$00.0% of portfolio