Provenance Wealth Advisors, LLC Vaneck Morningstar Wide Moat E Call Options Transaction History
Provenance Wealth Advisors, LLC
- $774 Billion
- Q3 2025
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding MOAT
# of Institutions
754Shares Held
85.1MCall Options Held
20.1KPut Options Held
0-
Morgan Stanley New York, NY6.62MShares$568 Million0.04% of portfolio
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Lpl Financial LLC Fort Mill, SC6.4MShares$550 Million0.17% of portfolio
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Bank Of America Corp Charlotte, NC6.28MShares$539 Million0.04% of portfolio
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Raymond James Financial Inc St. Petersburg, FL3.22MShares$276 Million0.09% of portfolio
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Raymond James Financial Services Advisors, Inc. St. Petersburg, FL3.21MShares$276 Million0.38% of portfolio