Smallwood Wealth Investment Management, LLC Indexiq ETF Tr Chaikin Us Smal Put Options Transaction History

Smallwood Wealth Investment Management, LLC

$128 Million
Q1 2024

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding CSML

# of Institutions

Shares Held

4.65M

Call Options Held

Put Options Held

New York Life Investment Management LLC New York, NY

3.66M
Shares

$128 Million
1.43% of portfolio
Lpl Financial LLC Fort Mill, SC

534K
Shares

$18.7 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

143K
Shares

$4.98 Million
0.0% of portfolio
Raymond James & Associates St Petersburg, FL

48.5K
Shares

$1.7 Million
0.0% of portfolio
Gladstone Institutional Advisory LLC Boca Raton, FL

41.8K
Shares

$1.46 Million
0.09% of portfolio

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About INDEXIQ ETF TR CHAIKIN US SMAL

Ticker CSML
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