Selective Wealth Management, Inc. First Tr Pfd Secs & Income ETF 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 FPE
# of Institutions
440Shares Held
195MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY48.8MShares$868 Million0.07% of portfolio
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Royal Bank Of Canada Toronto, A616.5MShares$294 Million0.06% of portfolio
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Wells Fargo & Company San Francisco, CA12.7MShares$227 Million0.05% of portfolio
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Lpl Financial LLC Fort Mill, SC11.9MShares$212 Million0.1% of portfolio
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Ubs Group Ag9.7MShares$173 Million0.04% of portfolio