Precedent Wealth Partners, LLC Spdr Ser Tr Russell 1000 Core Call Options Transaction History
Precedent Wealth Partners, LLC
- $303 Billion
- Q3 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding ONEY
# of Institutions
109Shares Held
6.97MCall Options Held
0Put Options Held
0-
Alaska Permanent Fund Corp Juneau, AK3.31MShares$370 Million5.48% of portfolio
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Strategic Financial Concepts, LLC San Antonio, TX790KShares$88.1 Million0.08% of portfolio
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Lpl Financial LLC Fort Mill, SC596KShares$66.4 Million0.03% of portfolio
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Ameriprise Financial Inc Minneapolis, MN565KShares$63 Million0.02% of portfolio
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Creative Planning Overland Park, KS257KShares$28.7 Million0.03% of portfolio