Sound View Wealth Advisors Group, LLC Invesco Exchange Traded Fd Tr Call Options Transaction History
Sound View Wealth Advisors Group, LLC
- $1.34 Billion
- Q2 2025
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding RDIV
# of Institutions
133Shares Held
6.45MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.02MShares$49.3 Million0.0% of portfolio
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Heartwood Wealth Advisors LLC711KShares$34.2 Million3.74% of portfolio
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Bank Of America Corp Charlotte, NC541KShares$26 Million0.0% of portfolio
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Lpl Financial LLC Fort Mill, SC517KShares$24.9 Million0.01% of portfolio
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Wells Fargo & Company San Francisco, CA325KShares$15.7 Million0.0% of portfolio