Wealth Trust Asset Management, LLC First Tr Large Cap Value Call Options Transaction History
Wealth Trust Asset Management, LLC
- $135 Million
- Q2 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding FTA
# of Institutions
205Shares Held
11.3MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.11MShares$167 Million0.01% of portfolio
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Ubs Group Ag979KShares$77.5 Million0.02% of portfolio
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Lpl Financial LLC Fort Mill, SC803KShares$63.6 Million0.03% of portfolio
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Envestnet Asset Management Inc545KShares$43.2 Million0.01% of portfolio
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Kaydan Wealth Management, Inc. Fenton, MI379KShares$30 Million9.89% of portfolio