Sky Oak Wealth, LLC Pimco Enhanced Low Duration Ac Call Options Transaction History
Sky Oak Wealth, LLC
- $445 Million
- Q3 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding LDUR
# of Institutions
162Shares Held
6.57MCall Options Held
0Put Options Held
0-
Cwm, LLC978KShares$93 Million0.4% of portfolio
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Advocacy Wealth Management Services, LLC811KShares$77.1 Million6.66% of portfolio
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Td Capital Management LLC Memphis, TN451KShares$42.9 Million4.37% of portfolio
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Bank Of America Corp Charlotte, NC363KShares$34.5 Million0.0% of portfolio
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Morgan Stanley New York, NY336KShares$31.9 Million0.0% of portfolio