Shore Haven Wealth Partners, LLC First Tr Large Cap Value Call Options Transaction History
Shore Haven Wealth Partners, LLC
- $178 Million
- Q1 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding FTA
# of Institutions
201Shares Held
11.5MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.11MShares$161 Million0.01% of portfolio
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Ubs Group Ag984KShares$75 Million0.02% of portfolio
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Lpl Financial LLC Fort Mill, SC866KShares$66 Million0.04% of portfolio
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Envestnet Asset Management Inc551KShares$42 Million0.02% of portfolio
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Kaydan Wealth Management, Inc. Fenton, MI379KShares$28.9 Million9.89% of portfolio