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
7.39MCall Options Held
0Put Options Held
0-
Foundations Investment Advisors, LLC4.84MShares$84.9 Million1.84% of portfolio
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First International Bank & Trust Watford City, ND1.07MShares$18.9 Million5.95% of portfolio
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Anfield Capital Management, LLC Newport Beach, CA809KShares$14.2 Million6.77% of portfolio
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Geneos Wealth Management Inc.430KShares$7.55 Million0.31% of portfolio
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Mosley Wealth Management Anaheim, CA45.8KShares$803,9650.64% of portfolio