Transform Wealth, LLC First Tr Nasdaq Clean Edge Sma Call Options Transaction History
Transform Wealth, LLC
- $1.75 Billion
- Q4 2024
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding GRID
# of Institutions
291Shares Held
9.26MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY882KShares$106 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC823KShares$99.3 Million0.01% of portfolio
-
Assetmark, Inc763KShares$92 Million0.25% of portfolio
-
Lpl Financial LLC Fort Mill, SC516KShares$62.2 Million0.03% of portfolio
-
Traphagen Investment Advisors LLC Oradell, NJ328KShares$39.5 Million4.5% of portfolio