U.S. Capital Wealth Advisors, LLC Innovator U.S. Equity Buffer E Call Options Transaction History
U.S. Capital Wealth Advisors, LLC
- $2.65 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 BSEP
# of Institutions
102Shares Held
3.75MCall Options Held
0Put Options Held
0-
Brookstone Capital Management398KShares$17.4 Million0.28% of portfolio
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Commonwealth Equity Services, LLC326KShares$14.2 Million0.02% of portfolio
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Penserra Capital Management LLC Orinda, CA309KShares$13.5 Million0.28% of portfolio
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Advisor Group Holdings, Inc. Phoenix, AZ205KShares$8.96 Million0.02% of portfolio
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Wealth Plan Investment Management, LLC Omaha, NE181KShares$7.88 Million0.82% of portfolio