Valley Financial Management, Inc. Spdr Ser Tr Msci Usa Strategic Call Options Transaction History
Valley Financial Management, Inc.
- $193 Billion
- Q2 2023
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding QUS
# of Institutions
168Shares Held
7.12MCall Options Held
0Put Options Held
0-
Colony Group LLC Boston, MA1.44MShares$232 Million2.62% of portfolio
-
Tolleson Wealth Management, Inc. Dallas, TX725KShares$117 Million21.08% of portfolio
-
Sfmg, LLC498KShares$80.1 Million6.44% of portfolio
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Envestnet Asset Management Inc417KShares$67 Million0.02% of portfolio
-
Private Advisor Group, LLC336KShares$54.1 Million0.34% of portfolio