Trivant Custom Portfolio Group, LLC Flexshares Tr Disciplined Dura Call Options Transaction History
Trivant Custom Portfolio Group, LLC
- $171 Billion
- Q4 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding MBSD
# of Institutions
30Shares Held
1.89MCall Options Held
0Put Options Held
0-
Boltwood Capital Management412KShares$8.34 Million2.55% of portfolio
-
Cottonwood Capital Advisors, LLC298KShares$6.03 Million4.64% of portfolio
-
Creative One Wealth, LLC Overland Park, KS296KShares$6 Million0.23% of portfolio
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Morgan Stanley New York, NY143KShares$2.9 Million0.0% of portfolio
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Sanctuary Advisors, LLC Indianapolis, IN70.3KShares$1.42 Million0.01% of portfolio