Precedent Wealth Partners, LLC Invesco Exchange Self Ind Tr Put Options Transaction History
Precedent Wealth Partners, LLC
- $303 Billion
- Q3 2024
Put Options
0 transactions
Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
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Others Institutions Holding BSMU
# of Institutions
66Shares Held
3.55MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA390KShares$8.48 Million0.0% of portfolio
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Lpl Financial LLC Fort Mill, SC271KShares$5.91 Million0.0% of portfolio
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Confluence Investment Management LLC265KShares$5.77 Million0.08% of portfolio
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Bank Of America Corp Charlotte, NC196KShares$4.25 Million0.0% of portfolio
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Envision Financial Planning, LLC Memphis, TN194KShares$4.23 Million2.27% of portfolio