United Capital Financial Advisers, LLC First Tr Ex Tr Viii Cboe Vest Call Options Transaction History
United Capital Financial Advisers, LLC
- $11.5 Billion
- Q2 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding DMAR
# of Institutions
92Shares Held
4.2MCall Options Held
0Put Options Held
0-
Oppenheimer & CO Inc New York, NY600KShares$22 Million0.35% of portfolio
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Lifestyle Asset Management, Inc. Friendswood, TX597KShares$21.9 Million12.35% of portfolio
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Cetera Investment Advisers Schaumburg, IL306KShares$11.2 Million0.03% of portfolio
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Kestra Advisory Services, LLC230KShares$8.41 Million0.05% of portfolio
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Foguth Wealth Management, Llc. Brighton, MI152KShares$5.58 Million2.42% of portfolio