United Capital Financial Advisers, LLC Ishares Tr Esg Screened S&P 50 Call Options Transaction History
United Capital Financial Advisers, LLC
- $19.9 Billion
- Q3 2024
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding XVV
# of Institutions
100Shares Held
2.8MCall Options Held
0Put Options Held
0-
Sun Life Financial Inc Toronto, A6823KShares$37.5 Million2.03% of portfolio
-
Becker Capital Management Inc203KShares$9.25 Million0.3% of portfolio
-
Lpl Financial LLC Fort Mill, SC140KShares$6.37 Million0.0% of portfolio
-
Bsw Wealth Partners Boulder, CO97.9KShares$4.46 Million0.66% of portfolio
-
Better Money Decisions, LLC93KShares$4.23 Million2.93% of portfolio