Westfuller Advisors, LLC Investment Managers Ser Tr Ii Call Options Transaction History
Westfuller Advisors, LLC
- $139 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 CHGX
# of Institutions
37Shares Held
1.33MCall Options Held
0Put Options Held
0-
Pfg Investments, LLC Woodbury, NY266KShares$10.3 Million0.66% of portfolio
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Wcg Wealth Advisors LLC Las Vegas, NV253KShares$9.82 Million0.66% of portfolio
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Pensionmark Financial Group, LLC Santa Barbara, CA133KShares$5.17 Million0.17% of portfolio
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Colorado Capital Management, Inc.85KShares$3.3 Million1.62% of portfolio
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Commonwealth Equity Services, LLC51.2KShares$1.99 Million0.0% of portfolio