R Pg Family Wealth Advisory, LLC Toews Agility Shares Dynamic T Call Options Transaction History
R Pg Family Wealth Advisory, LLC
- $340 Million
- Q2 2025
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding THY
# of Institutions
16Shares Held
2.35MCall Options Held
0Put Options Held
0-
Brinker Capital Investments, LLC1.03MShares$23.4 Million0.22% of portfolio
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Orion Portfolio Solutions, LLC945KShares$21.5 Million0.22% of portfolio
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Advisor Group Holdings, Inc. Phoenix, AZ55.2KShares$1.25 Million0.0% of portfolio
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Lpl Financial LLC Fort Mill, SC48.3KShares$1.1 Million0.0% of portfolio
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Cfs Investment Advisory Services, LLC Totowa, NJ32.8KShares$744,6050.06% of portfolio