Sax Wealth Advisors, LLC Invesco Et Self Idxd Fd Tr Bul Call Options Transaction History
Sax Wealth Advisors, LLC
- $1.11 Billion
- Q3 2024
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding BSCQ
# of Institutions
358Shares Held
160MCall Options Held
0Put Options Held
0-
Lido Advisors, LLC Los Angeles, CA52MShares$1.01 Billion5.0% of portfolio
-
Morgan Stanley New York, NY7.06MShares$137 Million0.01% of portfolio
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Wells Fargo & Company San Francisco, CA6.16MShares$120 Million0.03% of portfolio
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Lpl Financial LLC Fort Mill, SC5.06MShares$98.3 Million0.05% of portfolio
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Aptus Capital Advisors, LLC4.99MShares$97 Million1.56% of portfolio