Spartan Planning & Wealth Management ETF Ser Solutions Clearshares Call Options Transaction History
Spartan Planning & Wealth Management
- $112 Million
- Q2 2025
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding OPER
# of Institutions
29Shares Held
981KCall Options Held
0Put Options Held
0-
U.S. Capital Wealth Advisors, LLC Austin, TX365KShares$36.6 Million1.14% of portfolio
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Envestnet Asset Management Inc169KShares$17 Million0.01% of portfolio
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Apollon Wealth Management, LLC Mount Pleasant, SC103KShares$10.3 Million0.24% of portfolio
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Silver Oak Securities, Inc Jackson, TN50.9KShares$5.1 Million0.45% of portfolio
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Cic Wealth, LLC Rockville, MD46.6KShares$4.68 Million1.21% of portfolio