Twelve Points Wealth Management LLC Invesco Exchange Traded Fd Tr Call Options Transaction History
Twelve Points Wealth Management LLC
- $307 Million
- Q3 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding RFG
# of Institutions
111Shares Held
2.41MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY379KShares$18.9 Million0.0% of portfolio
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Lpl Financial LLC Fort Mill, SC301KShares$15.1 Million0.01% of portfolio
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New England Private Wealth Advisors LLC Wellesley, MA203KShares$10.2 Million1.65% of portfolio
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Coldstream Capital Management Inc120KShares$6.02 Million0.14% of portfolio
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Advisor Group Holdings, Inc. Phoenix, AZ98.1KShares$4.9 Million0.01% of portfolio