Sterling Investment Advisors, Ltd. Spdr Ser Tr Msci Usa Strategic Call Options Transaction History
Sterling Investment Advisors, Ltd.
- $370 Million
- Q3 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding QUS
# of Institutions
166Shares Held
7.03MCall Options Held
0Put Options Held
0-
Colony Group LLC Boston, MA1.44MShares$234 Million2.62% of portfolio
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Tolleson Wealth Management, Inc. Dallas, TX678KShares$110 Million20.36% of portfolio
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Sfmg, LLC508KShares$82.4 Million6.6% of portfolio
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Envestnet Asset Management Inc417KShares$67.5 Million0.02% of portfolio
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Private Advisor Group, LLC336KShares$54.5 Million0.34% of portfolio