Sage View Advisory Group, LLC Victory Portf Ii Shs Us Lrg Ca Call Options Transaction History
Sage View Advisory Group, LLC
- $1.97 Trillion
- Q3 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
---|
Others Institutions Holding CDL
# of Institutions
59Shares Held
2.55MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY482KShares$32.2 Million0.0% of portfolio
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Atlantic Family Wealth, LLC Coral Gables, FL348KShares$23.3 Million26.92% of portfolio
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Bank Of America Corp Charlotte, NC298KShares$19.9 Million0.0% of portfolio
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Northwestern Mutual Wealth Management CO192KShares$12.9 Million0.01% of portfolio
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High Tower Advisors, LLC Chicago, IL152KShares$10.1 Million0.01% of portfolio