Private Wealth Asset Management, LLC First Tr Pfd Secs & Income ETF 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 FPE
# of Institutions
485Shares Held
227MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY52.3MShares$903 Million0.07% of portfolio
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Royal Bank Of Canada Toronto, A617.3MShares$299 Million0.07% of portfolio
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Wells Fargo & Company San Francisco, CA15MShares$259 Million0.06% of portfolio
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Lpl Financial LLC Fort Mill, SC14.4MShares$248 Million0.1% of portfolio
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Ubs Group Ag9.93MShares$172 Million0.03% of portfolio