Selective Wealth Management, Inc. Victory Portfolios Ii Shs Inco Call Options Transaction History
Selective Wealth Management, Inc.
- $240 Million
- Q1 2025
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
---|
Others Institutions Holding CDC
# of Institutions
116Shares Held
9.04MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.29MShares$81.4 Million0.01% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL835KShares$52.6 Million0.02% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL768KShares$48.4 Million0.07% of portfolio
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Lpl Financial LLC Fort Mill, SC617KShares$38.9 Million0.02% of portfolio
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Bank Of America Corp Charlotte, NC572KShares$36 Million0.0% of portfolio