Private Wealth Strategies, L.L.C. Wisdomtree U.S. Largecap Fund Call Options Transaction History
Private Wealth Strategies, L.L.C.
- $490 Million
- Q2 2024
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding EPS
# of Institutions
124Shares Held
11.5MCall Options Held
0Put Options Held
0-
Fiduciary Trust CO Boston, MA2.13MShares$130 Million1.84% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.07MShares$65.1 Million0.03% of portfolio
-
Private Advisor Group, LLC1.02MShares$61.7 Million0.39% of portfolio
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Morgan Stanley New York, NY992KShares$60.2 Million0.0% of portfolio
-
Garrett Wealth Advisory Group, LLC686KShares$41.6 Million10.18% of portfolio