Us Financial Advisors, LLC Ishares Tr Esg Screened S&P 50 Call Options Transaction History
Us Financial Advisors, LLC
- $320 Million
- 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$38.3 Million2.03% of portfolio
-
Becker Capital Management Inc203KShares$9.45 Million0.3% of portfolio
-
Lpl Financial LLC Fort Mill, SC140KShares$6.51 Million0.0% of portfolio
-
Bsw Wealth Partners Boulder, CO97.9KShares$4.56 Million0.66% of portfolio
-
Better Money Decisions, LLC93KShares$4.33 Million2.93% of portfolio