Segment Wealth Management, LLC Invesco Et Self Idxd Fd Tr Bul Call Options Transaction History
Segment Wealth Management, LLC
- $1.3 Billion
- Q1 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding BSCQ
# of Institutions
332Shares Held
120MCall Options Held
0Put Options Held
0-
Lido Advisors, LLC Los Angeles, CA25.1MShares$483 Million2.86% of portfolio
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Morgan Stanley New York, NY7.2MShares$139 Million0.01% of portfolio
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Wells Fargo & Company San Francisco, CA5.99MShares$115 Million0.03% of portfolio
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Bank Of America Corp Charlotte, NC4.79MShares$92.3 Million0.01% of portfolio
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Lpl Financial LLC Fort Mill, SC4.49MShares$86.4 Million0.05% of portfolio