Transform Wealth, LLC Invesco Exchange Traded Fd Tr Call Options Transaction History
Transform Wealth, LLC
- $1.6 Billion
- Q1 2025
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding DJD
# of Institutions
71Shares Held
2.68MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC582KShares$31.8 Million0.01% of portfolio
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Cibc World Market Inc. Toronto, A6518KShares$28.3 Million0.06% of portfolio
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Barry Investment Advisors, LLC343KShares$18.7 Million4.65% of portfolio
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Morris Retirement Advisors, LLC Parsippany, NJ221KShares$12 Million5.57% of portfolio
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Bank Of America Corp Charlotte, NC127KShares$6.92 Million0.0% of portfolio