Tru Wealth Advisors, LLC Invesco Exc Self Ind Tr Call Options Transaction History
Tru Wealth Advisors, LLC
- $1.7 Billion
- Q2 2025
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding BSCU
# of Institutions
225Shares Held
81.1MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC7.45MShares$125 Million1.38% of portfolio
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Morgan Stanley New York, NY5.32MShares$89.5 Million0.01% of portfolio
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Raymond James Financial Inc St. Petersburg, FL4.49MShares$75.5 Million0.03% of portfolio
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Lido Advisors, LLC Los Angeles, CA4.16MShares$70 Million0.29% of portfolio
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Clearstead Advisors, LLC Cleveland, OH3.12MShares$52.5 Million0.75% of portfolio