Tolleson Wealth Management, Inc. Spdr Ser Tr Msci Usa Strategic Call Options Transaction History
Tolleson Wealth Management, Inc.
- $525 Million
- Q3 2024
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding QUS
# of Institutions
165Shares Held
7.02MCall Options Held
0Put Options Held
0-
Colony Group LLC Boston, MA1.44MShares$231 Million2.62% of portfolio
-
Sfmg, LLC498KShares$79.5 Million6.44% of portfolio
-
Envestnet Asset Management Inc417KShares$66.5 Million0.02% of portfolio
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Private Advisor Group, LLC336KShares$53.7 Million0.34% of portfolio
-
Lpl Financial LLC Fort Mill, SC274KShares$43.6 Million0.02% of portfolio