Wealth Preservation Advisors, LLC Spdr Bloomberg Convertible Sec Call Options Transaction History
Wealth Preservation Advisors, LLC
- $140 Billion
- Q1 2025
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding CWB
# of Institutions
533Shares Held
35.2MCall Options Held
700Put Options Held
21.6K-
Bank Of America Corp Charlotte, NC2.64MShares$204 Million0.02% of portfolio
-
Envestnet Asset Management Inc2.42MShares$188 Million0.06% of portfolio
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Howard Capital Management Inc.2.38MShares$184 Million3.64% of portfolio
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Morgan Stanley New York, NY1.62MShares$126 Million0.01% of portfolio
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Cetera Investment Advisers Schaumburg, IL1.59MShares$123 Million0.25% of portfolio