Spire Wealth Management First Tr Ex Tr Viii Ft Cboe Ve Put Options Transaction History
Spire Wealth Management
- $3.01 Billion
- Q1 2024
Put Options
0 transactions
Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
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Others Institutions Holding QMAR
# of Institutions
69Shares Held
7.47MCall Options Held
0Put Options Held
0-
Sequent Planning LLC Omaha, NE2.38MShares$67.7 Million22.83% of portfolio
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Outlook Wealth Advisors, LLC487KShares$13.8 Million4.52% of portfolio
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Truist Financial Corp395KShares$11.2 Million0.02% of portfolio
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O Donnell Financial Services, LLC389KShares$11.1 Million5.45% of portfolio
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Cambridge Investment Research Advisors, Inc.310KShares$8.82 Million0.03% of portfolio