Wealthpoint, LLC First Tr Exch Trd Fd Viii Firs Call Options Transaction History
Wealthpoint, LLC
- $247 Million
- Q3 2023
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
---|
Others Institutions Holding DEED
# of Institutions
35Shares Held
2.17MCall Options Held
0Put Options Held
0-
Gds Wealth Management808KShares$16.8 Million1.72% of portfolio
-
New Edge Advisors, LLC New Orleans, LA294KShares$6.12 Million0.04% of portfolio
-
Legacy Cg, LLC Plano, TX240KShares$4.99 Million2.24% of portfolio
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Raymond James & Associates St Petersburg, FL148KShares$3.09 Million0.0% of portfolio
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Blackhawk Capital Partners Llc. Thiensville, WI118KShares$2.46 Million1.4% of portfolio