Wetherby Asset Management Inc Invesco S&P Smallcap Value Wit Call Options Transaction History
Wetherby Asset Management Inc
- $2.04 Billion
- Q4 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding XSVM
# of Institutions
142Shares Held
8.15MCall Options Held
0Put Options Held
100-
Lpl Financial LLC Fort Mill, SC1.23MShares$61.9 Million0.03% of portfolio
-
Commonwealth Equity Services, LLC604KShares$30.4 Million0.04% of portfolio
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Cwm, LLC573KShares$28.8 Million0.11% of portfolio
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Morgan Stanley New York, NY538KShares$27.1 Million0.0% of portfolio
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Bank Of America Corp Charlotte, NC497KShares$25 Million0.0% of portfolio