Wealthsource Partners, LLC First Tr Morningstar Dividend Call Options Transaction History
Wealthsource Partners, LLC
- $1.52 Billion
- Q4 2023
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding FDL
# of Institutions
373Shares Held
56.7MCall Options Held
800Put Options Held
0-
Lpl Financial LLC Fort Mill, SC7.89MShares$322 Million0.15% of portfolio
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Morgan Stanley New York, NY6.54MShares$267 Million0.02% of portfolio
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Ameriprise Financial Inc Minneapolis, MN2.34MShares$95.6 Million0.02% of portfolio
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Wells Fargo & Company San Francisco, CA2.27MShares$92.9 Million0.02% of portfolio
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Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.94MShares$79.3 Million0.11% of portfolio