Plante Moran Financial Advisors, LLC Invesco Exchange Traded Fd Tr Put Options Transaction History
Plante Moran Financial Advisors, LLC
- $1.16 Billion
- Q1 2025
Put Options
0 transactions
Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
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Others Institutions Holding RFG
# of Institutions
113Shares Held
2.33MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY300KShares$13.3 Million0.0% of portfolio
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Twelve Points Wealth Management LLC205KShares$9.08 Million2.52% of portfolio
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Lpl Financial LLC Fort Mill, SC202KShares$8.92 Million0.0% of portfolio
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New England Private Wealth Advisors LLC Wellesley, MA194KShares$8.57 Million1.35% of portfolio
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Coldstream Capital Management Inc88.5KShares$3.91 Million0.08% of portfolio