Whipplewood Advisors, LLC Global X Fds S&P 500 Covered C Call Options Transaction History
Whipplewood Advisors, LLC
- $169 Billion
- Q1 2025
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding XYLG
# of Institutions
26Shares Held
525KCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC168KShares$4.44 Million0.0% of portfolio
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Lpl Financial LLC Fort Mill, SC116KShares$3.06 Million0.0% of portfolio
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Avantax Advisory Services, Inc.29.7KShares$785,4910.0% of portfolio
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Raymond James Financial Services Advisors, Inc. St. Petersburg, FL27.5KShares$726,3270.0% of portfolio
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Napa Wealth Management Napa, CA19.2KShares$507,4490.29% of portfolio