Spire Wealth Management Wisdomtree Tr Call Options Transaction History
Spire Wealth Management
- $3.01 Billion
- Q1 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding DWM
# of Institutions
133Shares Held
6.48MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.03MShares$56.8 Million0.0% of portfolio
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Lpl Financial LLC Fort Mill, SC789KShares$43.5 Million0.02% of portfolio
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Shakespeare Wealth Management, Inc. Pewaukee, WI438KShares$24.1 Million6.94% of portfolio
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Lri Investments, LLC Palm Beach Gardens, FL399KShares$22 Million2.98% of portfolio
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Legacy Financial Advisors, Inc.397KShares$21.9 Million4.33% of portfolio