Prestige Wealth Management Group LLC Ishares Tr Call Options Transaction History
Prestige Wealth Management Group LLC
- $443 Million
- Q1 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding INTF
# of Institutions
134Shares Held
34.4MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY6.99MShares$214 Million13.5% of portfolio
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Tolleson Wealth Management, Inc. Dallas, TX2.5MShares$76.2 Million14.57% of portfolio
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Balasa Dinverno & Foltz LLC Itasca, IL2.44MShares$74.5 Million3.22% of portfolio
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Integrated Wealth Concepts LLC2MShares$61.1 Million0.89% of portfolio
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Clearwater Capital Advisors, LLC1.78MShares$54.2 Million5.94% of portfolio