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
166Shares Held
7.03MCall Options Held
0Put Options Held
0-
Colony Group LLC Boston, MA1.44MShares$236 Million2.62% of portfolio
-
Tolleson Wealth Management, Inc. Dallas, TX678KShares$111 Million20.36% of portfolio
-
Sfmg, LLC508KShares$83.1 Million6.6% of portfolio
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Envestnet Asset Management Inc417KShares$68.1 Million0.02% of portfolio
-
Private Advisor Group, LLC336KShares$54.9 Million0.34% of portfolio