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
17Shares Held
7.37MCall Options Held
0Put Options Held
0-
Foundations Investment Advisors, LLC4.84MShares$85.4 Million1.84% of portfolio
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First International Bank & Trust Watford City, ND1.07MShares$19 Million5.95% of portfolio
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Anfield Capital Management, LLC Newport Beach, CA809KShares$14.3 Million5.39% of portfolio
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Geneos Wealth Management Inc.423KShares$7.47 Million0.28% of portfolio
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Mosley Wealth Management Anaheim, CA43.8KShares$772,8540.52% of portfolio