Wealth Enhancement Advisory Services, LLC Ishares Msci Usa Small Cap Mul Call Options Transaction History
Wealth Enhancement Advisory Services, LLC
- $44.5 Billion
- Q3 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding SMLF
# of Institutions
162Shares Held
16.5MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY3.69MShares$272 Million14.57% of portfolio
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Wells Fargo & Company San Francisco, CA1.48MShares$109 Million0.02% of portfolio
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Acropolis Investment Management, LLC787KShares$58 Million3.15% of portfolio
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Ameriprise Financial Inc Minneapolis, MN620KShares$45.7 Million0.01% of portfolio
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Ullmann Wealth Partners Group, LLC560KShares$41.2 Million4.81% of portfolio