Sonoma Allocations LLC Invesco Exchange Traded Fd Tr Call Options Transaction History
Sonoma Allocations LLC
- $275 Billion
- Q3 2025
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding QQMG
# of Institutions
37Shares Held
904KCall Options Held
0Put Options Held
0-
Stewardship Advisors, LLC180KShares$7.44 Million1.83% of portfolio
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Sand Hill Global Advisors, LLC Palo Alto, CA82.5KShares$3.42 Million0.12% of portfolio
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Advisor Group Holdings, Inc. Phoenix, AZ74.9KShares$3.1 Million0.01% of portfolio
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Envestnet Portfolio Solutions, Inc. Berwyn, PA74.5KShares$3.09 Million0.01% of portfolio
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Fingerlakes Wealth Management, Inc.69.2KShares$2.87 Million1.87% of portfolio