Sheets Smith Wealth Management Spdr Ser Tr Msci Usa Strategic Put Options Transaction History
Sheets Smith Wealth Management
- $807 Million
- Q3 2024
Put Options
0 transactions
Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
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Others Institutions Holding QUS
# of Institutions
166Shares Held
7.03MCall Options Held
0Put Options Held
0-
Colony Group LLC Boston, MA1.44MShares$237 Million2.62% of portfolio
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Tolleson Wealth Management, Inc. Dallas, TX678KShares$111 Million20.36% of portfolio
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Sfmg, LLC508KShares$83.3 Million6.6% of portfolio
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Envestnet Asset Management Inc417KShares$68.3 Million0.02% of portfolio
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Private Advisor Group, LLC336KShares$55.1 Million0.34% of portfolio