Spire Wealth Management Ishares Morningstar Mid Cap Va Call Options Transaction History
Spire Wealth Management
- $3.13 Billion
- Q4 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding IMCV
# of Institutions
148Shares Held
5.22MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY821KShares$62.4 Million0.0% of portfolio
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Equitable Holdings, Inc. New York, NY404KShares$30.7 Million0.31% of portfolio
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Orgel Wealth Management, LLC343KShares$26.1 Million0.69% of portfolio
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Raymond James Financial Services Advisors, Inc. St. Petersburg, FL270KShares$20.5 Million0.03% of portfolio
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Matrix Trust CO198KShares$15.1 Million2.56% of portfolio