Segment Wealth Management, LLC Invesco Et Self Idxd Fd Tr Bul Call Options Transaction History
Segment Wealth Management, LLC
- $1.41 Billion
- Q3 2024
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding BSCO
# of Institutions
377Shares Held
108MCall Options Held
0Put Options Held
0-
Lido Advisors, LLC Los Angeles, CA31.5MShares$666 Million3.72% of portfolio
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Lpl Financial LLC Fort Mill, SC4.21MShares$88.9 Million0.05% of portfolio
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Tru Wealth Advisors, LLC4.05MShares$85.5 Million5.29% of portfolio
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Morgan Stanley New York, NY4.01MShares$84.7 Million0.01% of portfolio
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Wells Fargo & Company San Francisco, CA3.79MShares$80 Million0.02% of portfolio