Sound Financial Strategies Group, LLC Timothy Plan Us Large/Mid Core Call Options Transaction History
Sound Financial Strategies Group, LLC
- $109 Million
- Q1 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding TPLE
# of Institutions
14Shares Held
332KCall Options Held
0Put Options Held
0-
Cambridge Investment Research Advisors, Inc.130KShares$3.2 Million0.01% of portfolio
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First Heartland Consultants, Inc.84KShares$2.07 Million0.22% of portfolio
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Cetera Investment Advisers Schaumburg, IL28.8KShares$708,9420.0% of portfolio
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Arete Wealth Advisors, LLC Chicago, IL26.9KShares$661,8790.06% of portfolio
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Sunbelt Securities, Inc. Houston, TX25KShares$615,1370.08% of portfolio