Wagner Wealth Management, LLC J P Morgan Exchange Traded Fd Call Options Transaction History
Wagner Wealth Management, LLC
- $295 Million
- Q4 2024
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding JPIE
# of Institutions
246Shares Held
36.9MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY4.93MShares$227 Million0.02% of portfolio
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Heritage Financial Services, LLC2.45MShares$113 Million15.27% of portfolio
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Savant Capital, LLC1.92MShares$88.3 Million0.71% of portfolio
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Royal Bank Of Canada Toronto, A61.88MShares$86.4 Million0.02% of portfolio
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Sequoia Financial Advisors, LLC1.64MShares$75.3 Million0.85% of portfolio