Proactive Wealth Strategies LLC Ishares Morningstar Value ETF Call Options Transaction History
Proactive Wealth Strategies LLC
- $180 Million
- Q3 2024
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding ILCV
# of Institutions
132Shares Held
8.18MCall Options Held
117KPut Options Held
0-
Equitable Holdings, Inc. New York, NY971KShares$78.8 Million0.81% of portfolio
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Bank Of America Corp Charlotte, NC879KShares$71.3 Million0.01% of portfolio
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Steele Capital Management, Inc. Dubuque, IA817KShares$66.3 Million3.48% of portfolio
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Matrix Trust CO693KShares$56.3 Million10.65% of portfolio
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Ubs Group Ag502KShares$40.8 Million0.01% of portfolio