Sonoma Private Wealth LLC Schwab Strategic Tr Ariel Esg Call Options Transaction History
Sonoma Private Wealth LLC
- $64.2 Billion
- Q3 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding SAEF
# of Institutions
7Shares Held
284KCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC268KShares$7.25 Million0.02% of portfolio
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Royal Bank Of Canada Toronto, A62.99KShares$80,7680.0% of portfolio
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Wfa Of San Diego, LLC1.91KShares$51,7270.04% of portfolio
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Ubs Group Ag31Shares$8380.0% of portfolio
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Morgan Stanley New York, NY1Shares$270.0% of portfolio