Private Trust CO Na Simplify Exch Trad Fds Simplif Call Options Transaction History
Private Trust CO Na
- $998 Million
- Q2 2025
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding SPBC
# of Institutions
20Shares Held
1.5MCall Options Held
0Put Options Held
0-
Private Advisor Group, LLC765KShares$32.8 Million0.18% of portfolio
-
Cwm, LLC273KShares$11.7 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC224KShares$9.61 Million0.0% of portfolio
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Envestnet Asset Management Inc48.9KShares$2.1 Million0.0% of portfolio
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Total Clarity Wealth Management, Inc.41.5KShares$1.78 Million0.52% of portfolio