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 |
|---|
Others Institutions Holding SAEF
# of Institutions
7Shares Held
284KCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC268KShares$7.66 Million0.02% of portfolio
-
Royal Bank Of Canada Toronto, A62.99KShares$85,3680.0% of portfolio
-
Wfa Of San Diego, LLC1.91KShares$54,6730.04% of portfolio
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Ubs Group Ag31Shares$8850.0% of portfolio
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Morgan Stanley New York, NY1Shares$280.0% of portfolio