Wealthpoint, LLC Spdr Portfolio S&P 600 Small C 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 SPSM
# of Institutions
967Shares Held
218MCall Options Held
94.2KPut Options Held
14.4K-
Financial Engines Advisors L.L.C. Santa Clara, CA22.1MShares$862 Million2.1% of portfolio
-
Lpl Financial LLC Fort Mill, SC21MShares$819 Million0.4% of portfolio
-
Betterment LLC New York, NY16.2MShares$630 Million1.75% of portfolio
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Bank Of America Corp Charlotte, NC6.51MShares$254 Million0.03% of portfolio
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Valmark Advisers, Inc.5.85MShares$228 Million3.64% of portfolio