Stone Crest Wealth Management, Inc. Putnam ETF Tr Putnam Focused L Call Options Transaction History
Stone Crest Wealth Management, Inc.
- $137 Billion
- Q3 2024
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding PVAL
# of Institutions
96Shares Held
25.2MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC4.15MShares$154 Million0.01% of portfolio
-
Ubs Group Ag2.8MShares$104 Million0.02% of portfolio
-
Glenmede Trust CO Na Philadelphia, PA2.04MShares$75.4 Million0.37% of portfolio
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Cwm, LLC1.61MShares$59.4 Million0.26% of portfolio
-
Amplius Wealth Advisors, LLC1.57MShares$57.9 Million7.3% of portfolio