Selective Wealth Management, Inc. First Tr Exchange Traded Fd Call Options Transaction History
Selective Wealth Management, Inc.
- $247 Million
- Q4 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding FCTR
# of Institutions
47Shares Held
1.87MCall Options Held
0Put Options Held
0-
Geneos Wealth Management Inc.389KShares$13.4 Million0.46% of portfolio
-
Lunt Capital Management, Inc. Holladay, UT315KShares$10.9 Million4.03% of portfolio
-
Acg Wealth221KShares$7.63 Million1.32% of portfolio
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Soltis Investment Advisors LLC St. George, UT187KShares$6.48 Million0.59% of portfolio
-
Lpl Financial LLC Fort Mill, SC143KShares$4.93 Million0.0% of portfolio