Polaris Wealth Advisory Group, LLC Spdr Ser Tr Fds Spdr Portfolio Call Options Transaction History
Polaris Wealth Advisory Group, LLC
- $1.3 Billion
- Q3 2023
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding SPEM
# of Institutions
740Shares Held
186MCall Options Held
0Put Options Held
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Creative Planning Overland Park, KS24.5MShares$945 Million0.98% of portfolio
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Financial Engines Advisors L.L.C. Santa Clara, CA17.8MShares$684 Million1.45% of portfolio
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Lpl Financial LLC Fort Mill, SC8.95MShares$345 Million0.18% of portfolio
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Allworth Financial LP6.06MShares$234 Million1.57% of portfolio
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Tiaa Trust, National Association Charlotte, NC5.42MShares$209 Million0.6% of portfolio