Wealth Care Investment Partners, LLC Putnam ETF Tr Putnam Focused L Call Options Transaction History
Wealth Care Investment Partners, LLC
- $220 Million
- Q3 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding PVAL
# of Institutions
80Shares Held
17.1MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC3.08MShares$116 Million0.01% of portfolio
-
Cwm, LLC1.61MShares$60.6 Million0.26% of portfolio
-
Glenmede Trust CO Na Philadelphia, PA1.57MShares$59.3 Million0.29% of portfolio
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Amplius Wealth Advisors, LLC1.57MShares$59 Million7.3% of portfolio
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Opal Wealth Advisors, LLC Jericho, NY1.19MShares$44.8 Million14.35% of portfolio