Reston Wealth Management LLC Ishares Msci Usa Small Cap Mul Put Options Transaction History
Reston Wealth Management LLC
- $275 Million
- Q3 2024
Put Options
0 transactions
Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
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Others Institutions Holding SMLF
# of Institutions
163Shares Held
16.6MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY3.69MShares$252 Million14.57% of portfolio
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Wells Fargo & Company San Francisco, CA1.48MShares$101 Million0.02% of portfolio
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Acropolis Investment Management, LLC787KShares$53.8 Million3.15% of portfolio
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Ameriprise Financial Inc Minneapolis, MN620KShares$42.4 Million0.01% of portfolio
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Ullmann Wealth Partners Group, LLC560KShares$38.3 Million4.81% of portfolio