Wealth Forward, LLC Bny Mellon ETF Tr Core Bond Et Call Options Transaction History
Wealth Forward, LLC
- $172 Billion
- Q3 2025
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding BKAG
# of Institutions
77Shares Held
42MCall Options Held
0Put Options Held
0-
Rpoa Advisors, Inc. Plano, TX25.9MShares$1.1 Billion28.14% of portfolio
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Bank Of America Corp Charlotte, NC2.28MShares$96.9 Million0.01% of portfolio
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Total Investment Management Inc Scottsdale, AZ1.68MShares$71.4 Million11.58% of portfolio
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Talon Private Wealth, LLC The Villages, FL1.36MShares$57.8 Million7.91% of portfolio
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Tanager Wealth Management LLP1.2MShares$50.9 Million5.36% of portfolio