Provence Wealth Management Group Two Rds Shared Tr Affinity Wor 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 WLDR
# of Institutions
15Shares Held
1.45MCall Options Held
0Put Options Held
0-
Sowell Financial Services LLC North Little Rock, AR861KShares$24.9 Million1.18% of portfolio
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Silverhawk Asset Management, LLC549KShares$15.9 Million11.77% of portfolio
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Geo Wealth Management, LLC Chicago, IL64.1KShares$1.85 Million0.07% of portfolio
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Maripau Wealth Management LLC Fort Wayne, IN16.9KShares$489,4790.32% of portfolio
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Atria Investments LLC Charlotte, NC12.8KShares$368,7350.01% of portfolio