Sheets Smith Wealth Management Invesco S&P Smallcap Value Wit Call Options Transaction History
Sheets Smith Wealth Management
- $789 Million
- Q1 2025
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding XSVM
# of Institutions
149Shares Held
9.63MCall Options Held
100Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.68MShares$79.8 Million0.04% of portfolio
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Cwm, LLC732KShares$34.7 Million0.17% of portfolio
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Commonwealth Equity Services, LLC700KShares$33.2 Million0.06% of portfolio
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Morgan Stanley New York, NY546KShares$25.9 Million0.0% of portfolio
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Leigh Baldwin & Co., LLC Cazenovia, NY483KShares$22.9 Million0.42% of portfolio