True Wealth Design, LLC Invesco ETF Fd Tr Invesco S&P Call Options Transaction History
True Wealth Design, LLC
- $327 Billion
- Q3 2025
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding XMVM
# of Institutions
73Shares Held
3.31MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC545KShares$33 Million0.01% of portfolio
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Nelson, Van Denburg & Campbell Wealth Management Group, LLC Omaha, NE521KShares$31.6 Million1.06% of portfolio
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Bank Of America Corp Charlotte, NC260KShares$15.8 Million0.0% of portfolio
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Morgan Stanley New York, NY229KShares$13.9 Million0.0% of portfolio
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Whitaker Myers Wealth Managers, Ltd. Mansfield, OH228KShares$13.8 Million3.06% of portfolio