Tria Gen Wealth Management LLC First Trust Industrials/Produc Call Options Transaction History
Tria Gen Wealth Management LLC
- $221 Million
- Q1 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding FXR
# of Institutions
174Shares Held
23.5MCall Options Held
6.6KPut Options Held
0-
First Trust Advisors LP Wheaton, IL11MShares$770 Million0.84% of portfolio
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Morgan Stanley New York, NY2.01MShares$141 Million0.01% of portfolio
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Wells Fargo & Company San Francisco, CA1.89MShares$132 Million0.03% of portfolio
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Bank Of America Corp Charlotte, NC1.3MShares$90.7 Million0.01% of portfolio
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Lpl Financial LLC Fort Mill, SC700KShares$49 Million0.03% of portfolio