Proactive Wealth Strategies LLC Ishares Morningstar Mid Cap Et Call Options Transaction History
Proactive Wealth Strategies LLC
- $188 Million
- Q1 2025
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding IMCB
# of Institutions
197Shares Held
7.59MCall Options Held
0Put Options Held
0-
Ubs Group Ag1.26MShares$97.2 Million0.02% of portfolio
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Morgan Stanley New York, NY1.19MShares$92.1 Million0.01% of portfolio
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Lpl Financial LLC Fort Mill, SC454KShares$35 Million0.01% of portfolio
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Commonwealth Equity Services, LLC399KShares$30.8 Million0.04% of portfolio
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Raymond James Financial Inc St. Petersburg, FL322KShares$24.8 Million0.01% of portfolio