Surevest, LLC Wisdomtree U.S. Largecap Fund Call Options Transaction History
Surevest, LLC
- $368 Million
- Q3 2022
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding EPS
# of Institutions
123Shares Held
11.5MCall Options Held
0Put Options Held
0-
Fiduciary Trust CO Boston, MA2.13MShares$135 Million1.84% of portfolio
-
Private Wealth Strategies, L.L.C.1.27MShares$80.4 Million14.73% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.07MShares$67.9 Million0.03% of portfolio
-
Private Advisor Group, LLC1.02MShares$64.3 Million0.39% of portfolio
-
Morgan Stanley New York, NY992KShares$62.8 Million0.0% of portfolio