Sea Crest Wealth Management, LLC Proshares Listed Private Equit Call Options Transaction History
Sea Crest Wealth Management, LLC
- $902 Million
- Q3 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
---|
Others Institutions Holding PEX
# of Institutions
11Shares Held
20KCall Options Held
0Put Options Held
0-
Betterment LLC New York, NY8.15KShares$228,8540.0% of portfolio
-
Envestnet Asset Management Inc7.3KShares$204,8260.0% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ3.29KShares$92,4060.0% of portfolio
-
Principal Securities, Inc. Des Moines, IA1.17KShares$32,9540.0% of portfolio
-
Morgan Stanley New York, NY100Shares$2,8070.0% of portfolio