Sweet Financial Partners, LLC First Tr ETF Vi Smid Cap Risin Call Options Transaction History
Sweet Financial Partners, LLC
- $447 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 SDVY
# of Institutions
416Shares Held
135MCall Options Held
6.7KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC18MShares$675 Million0.3% of portfolio
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Morgan Stanley New York, NY15MShares$561 Million0.04% of portfolio
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Wells Fargo & Company San Francisco, CA10.6MShares$396 Million0.09% of portfolio
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Ubs Group Ag6.02MShares$226 Million0.05% of portfolio
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Bank Of America Corp Charlotte, NC5.77MShares$216 Million0.02% of portfolio