Southern Wealth Management, LLP Ishares Tr Russell 2500 ETF Call Options Transaction History
Southern Wealth Management, LLP
- $258 Million
- Q1 2023
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding SMMD
# of Institutions
169Shares Held
10.4MCall Options Held
0Put Options Held
0-
Coldstream Capital Management Inc1.6MShares$105 Million2.69% of portfolio
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Cresset Asset Management, LLC Chicago, IL562KShares$36.7 Million0.18% of portfolio
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Envestnet Asset Management Inc560KShares$36.6 Million0.01% of portfolio
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Fifth Third Bancorp542KShares$35.4 Million0.14% of portfolio
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Wealthspire Advisors, LLC New York, NY424KShares$27.7 Million0.37% of portfolio