Western Wealth Management, LLC Principal Fds Principal Invt G Call Options Transaction History
Western Wealth Management, LLC
- $1.72 Billion
- Q3 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding IG
# of Institutions
24Shares Held
5.21MCall Options Held
0Put Options Held
0-
Principal Securities, Inc. Des Moines, IA2.03MShares$42.1 Million1.05% of portfolio
-
Envestnet Asset Management Inc1.97MShares$40.8 Million0.01% of portfolio
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Raymond James Financial Services Advisors, Inc. St. Petersburg, FL585KShares$12.1 Million0.02% of portfolio
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Insight Wealth Partners, LLC151KShares$3.13 Million0.65% of portfolio
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Goldman Sachs Group Inc New York, NY124KShares$2.56 Million0.0% of portfolio