Selective Wealth Management, Inc. First Tr Exc Trd Fd Viii Ft Cb Call Options Transaction History
Selective Wealth Management, Inc.
- $239 Million
- Q3 2024
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding BUFD
# of Institutions
158Shares Held
33.7MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC5.53MShares$140 Million0.06% of portfolio
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Gw Henssler & Associates LTD4.06MShares$103 Million5.76% of portfolio
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Envestnet Asset Management Inc3.32MShares$84.3 Million0.03% of portfolio
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Centennial Wealth Advisory LLC1.82MShares$46.3 Million18.02% of portfolio
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Creekmur Asset Management LLC Morton, IL1.36MShares$34.6 Million8.0% of portfolio