Tolleson Wealth Management, Inc. Invesco S&P Smallcap Value Wit Put Options Transaction History
Tolleson Wealth Management, Inc.
- $511 Million
- Q1 2024
Put Options
0 transactions
Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
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Others Institutions Holding XSVM
# of Institutions
133Shares Held
8.43MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.51MShares$78.7 Million0.05% of portfolio
-
Commonwealth Equity Services, LLC685KShares$35.8 Million0.06% of portfolio
-
Morgan Stanley New York, NY554KShares$28.9 Million0.0% of portfolio
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Bank Of America Corp Charlotte, NC543KShares$28.4 Million0.0% of portfolio
-
Cwm, LLC437KShares$22.8 Million0.12% of portfolio