Roberts Wealth Advisors, LLC Jp Morgan Exch Traded Fd Tr Sh Put Options Transaction History
Roberts Wealth Advisors, LLC
- $325 Million
- Q2 2025
Put Options
0 transactions
Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
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Others Institutions Holding JSCP
# of Institutions
93Shares Held
9.07MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY1.38MShares$65 Million0.01% of portfolio
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Ep Wealth Advisors, LLC Torrance, CA1.25MShares$59.3 Million0.5% of portfolio
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Hb Wealth Management, LLC1.11MShares$52.5 Million0.43% of portfolio
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Cwm, LLC686KShares$32.4 Million0.11% of portfolio
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5th Street Advisors, LLC430KShares$20.3 Million9.83% of portfolio