Schwallier Wealth Management LLC Invesco ETF Tr Ii S&P Smallcap Put Options Transaction History
Schwallier Wealth Management LLC
- $124 Billion
- Q1 2024
Put Options
0 transactions
Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
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Others Institutions Holding XSHQ
# of Institutions
51Shares Held
2.39MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC779KShares$29.9 Million0.02% of portfolio
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New York Life Investment Management LLC New York, NY280KShares$10.7 Million0.12% of portfolio
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Morgan Stanley New York, NY180KShares$6.89 Million0.0% of portfolio
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Breakwater Capital Group Paramus, NJ138KShares$5.31 Million1.43% of portfolio
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Foundry Financial Group, Inc. Laconia, NH132KShares$5.07 Million3.89% of portfolio