Wells Financial Advisors Inc Spdr Ser Tr Spdr S&P 500 Esg E Call Options Transaction History
Wells Financial Advisors Inc
- $143 Million
- Q1 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding EFIV
# of Institutions
92Shares Held
4.04MCall Options Held
0Put Options Held
0-
Bank Of Italy771KShares$41.8 Million1.08% of portfolio
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Integrated Wealth Concepts LLC466KShares$25.3 Million0.35% of portfolio
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Baltimore Washington Financial Advisors, Inc.374KShares$20.3 Million1.21% of portfolio
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Laurel Wealth Planning LLC Edina, MN226KShares$12.3 Million7.61% of portfolio
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Lpl Financial LLC Fort Mill, SC212KShares$11.5 Million0.01% of portfolio