Provence Wealth Management Group Two Rds Shared Tranfield Us Eq Call Options Transaction History
Provence Wealth Management Group
- $186 Million
- Q4 2023
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding AESR
# of Institutions
16Shares Held
7.17MCall Options Held
0Put Options Held
0-
Foundations Investment Advisors, LLC4.57MShares$75.8 Million1.94% of portfolio
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First International Bank & Trust Watford City, ND1.12MShares$18.5 Million6.29% of portfolio
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Anfield Capital Management, LLC Newport Beach, CA809KShares$13.4 Million6.77% of portfolio
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Geneos Wealth Management Inc.430KShares$7.13 Million0.31% of portfolio
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Mosley Wealth Management Anaheim, CA45.8KShares$759,0710.64% of portfolio