Private Wealth Asset Management, LLC Davis Fundamental ETF Tr Call Options Transaction History
Private Wealth Asset Management, LLC
- $695 Billion
- Q1 2025
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding DINT
# of Institutions
41Shares Held
9.23MCall Options Held
0Put Options Held
0-
Chris Davis Davis Selected Advisers | Tucson, Az3.89MShares$89.3 Million0.53% of portfolio
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Raymond James Financial Inc St. Petersburg, FL978KShares$22.4 Million0.01% of portfolio
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Morgan Stanley New York, NY941KShares$21.6 Million0.0% of portfolio
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Raymond James Financial Services Advisors, Inc. St. Petersburg, FL739KShares$17 Million0.02% of portfolio
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Integrity Wealth Advisors, Inc. Ventura, CA732KShares$16.8 Million11.65% of portfolio