Regent Peak Wealth Advisors LLC Wisdomtree U.S. Midcap Fund Call Options Transaction History
Regent Peak Wealth Advisors LLC
- $410 Million
- Q2 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding EZM
# of Institutions
155Shares Held
7.53MCall Options Held
0Put Options Held
0-
Ubs Group Ag902KShares$54.4 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC598KShares$36.1 Million0.0% of portfolio
-
Truist Financial Corp523KShares$31.6 Million0.05% of portfolio
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Davenport & CO LLC492KShares$29.7 Million0.18% of portfolio
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Morgan Stanley New York, NY459KShares$27.7 Million0.0% of portfolio