Wealthquest Corp Innovator U.S. Equity Buffer E Call Options Transaction History
Wealthquest Corp
- $897 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 BAPR
# of Institutions
103Shares Held
4.27MCall Options Held
0Put Options Held
0-
Commonwealth Equity Services, LLC409KShares$18.2 Million0.03% of portfolio
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Brookstone Capital Management403KShares$17.9 Million0.29% of portfolio
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Penserra Capital Management LLC Orinda, CA304KShares$13.6 Million0.29% of portfolio
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Integral Investment Advisors, Inc.252KShares$11.2 Million3.02% of portfolio
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Cerity Partners LLC New York, NY204KShares$9.07 Million0.02% of portfolio