Winch Advisory Services, LLC Northern Lts Fd Tr Iv Call Options Transaction History
Winch Advisory Services, LLC
- $345 Million
- Q3 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding BIBL
# of Institutions
109Shares Held
4.8MCall Options Held
0Put Options Held
0-
Inspire Advisors, LLC Meridian, ID976KShares$41.3 Million5.39% of portfolio
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Bare Financial Services, Inc Gap, PA423KShares$17.9 Million7.07% of portfolio
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Lpl Financial LLC Fort Mill, SC382KShares$16.2 Million0.01% of portfolio
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Creative One Wealth, LLC Overland Park, KS250KShares$10.6 Million0.37% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO195KShares$8.25 Million0.08% of portfolio