Spire Wealth Management Ishares Msci Usa Small Cap Mul Call Options Transaction History
Spire Wealth Management
- $3.02 Billion
- Q1 2025
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding SMLF
# of Institutions
205Shares Held
20.1MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY3.57MShares$231 Million14.47% of portfolio
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Wells Fargo & Company San Francisco, CA1.88MShares$122 Million0.03% of portfolio
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Ameriprise Financial Inc Minneapolis, MN1.15MShares$74.2 Million0.02% of portfolio
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Acropolis Investment Management, LLC837KShares$54.1 Million3.14% of portfolio
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Lpl Financial LLC Fort Mill, SC631KShares$40.8 Million0.02% of portfolio