Precision Wealth Strategies, LLC First Tr Exc Tr Fd Iv Cboe Vst Call Options Transaction History
Precision Wealth Strategies, LLC
- $78.2 Million
- Q1 2024
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding RDVI
# of Institutions
145Shares Held
23MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC3.9MShares$00.0% of portfolio
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Envestnet Asset Management Inc1.49MShares$00.0% of portfolio
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Advisor Group Holdings, Inc. Phoenix, AZ1.41MShares$00.0% of portfolio
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Commonwealth Equity Services, LLC1.09MShares$00.04% of portfolio
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Truist Financial Corp1.04MShares$00.0% of portfolio