True Private Wealth Advisors Zacks Tr Earnings Constant Por Call Options Transaction History
True Private Wealth Advisors
- $788 Million
- Q1 2025
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding ZECP
# of Institutions
46Shares Held
6.95MCall Options Held
0Put Options Held
0-
Menard Financial Group LLC Houston, TX1.3MShares$42.4 Million27.1% of portfolio
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Creative Planning Overland Park, KS1.23MShares$40 Million0.03% of portfolio
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Advisory Services Network, LLC1.14MShares$36.9 Million0.68% of portfolio
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Kowal Investment Group, LLC Waukesha, WI488KShares$15.9 Million2.8% of portfolio
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Creative One Wealth, LLC Overland Park, KS362KShares$11.8 Million0.37% of portfolio