Regent Peak Wealth Advisors LLC First Tr Value Line Divid Inde Put Options Transaction History
Regent Peak Wealth Advisors LLC
- $393 Million
- Q1 2024
Put Options
0 transactions
Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
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Others Institutions Holding FVD
# of Institutions
562Shares Held
155MCall Options Held
5.2KPut Options Held
0-
Morgan Stanley New York, NY24.2MShares$1.01 Billion0.08% of portfolio
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Lpl Financial LLC Fort Mill, SC20MShares$835 Million0.46% of portfolio
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Wells Fargo & Company San Francisco, CA7.77MShares$324 Million0.08% of portfolio
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Bank Of America Corp Charlotte, NC7.54MShares$315 Million0.03% of portfolio
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Ameriprise Financial Inc Minneapolis, MN5.91MShares$247 Million0.07% of portfolio