True Wealth Design, LLC Invesco ETF Fd Tr Invesco S&P Call Options Transaction History
True Wealth Design, LLC
- $256 Billion
- Q3 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding XMVM
# of Institutions
65Shares Held
2.82MCall Options Held
0Put Options Held
0-
Nelson, Van Denburg & Campbell Wealth Management Group, LLC Omaha, NE498KShares$28.7 Million1.14% of portfolio
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Lpl Financial LLC Fort Mill, SC399KShares$23 Million0.01% of portfolio
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Bank Of America Corp Charlotte, NC257KShares$14.8 Million0.0% of portfolio
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Raymond James Financial Services Advisors, Inc. St. Petersburg, FL223KShares$12.8 Million0.02% of portfolio
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Morgan Stanley New York, NY222KShares$12.8 Million0.0% of portfolio