Worth Asset Management, LLC Shp ETF Tr Neos Enhanced Incom Call Options Transaction History
Worth Asset Management, LLC
- $172 Million
- Q3 2024
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding CSHI
# of Institutions
68Shares Held
6.24MCall Options Held
0Put Options Held
0-
Napa Wealth Management Napa, CA919KShares$021.65% of portfolio
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Retirement Planning Group785KShares$00.0% of portfolio
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International Assets Investment Management, LLC Orlando, FL617KShares$00.03% of portfolio
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Mercer Global Advisors Inc Denver, CO446KShares$00.0% of portfolio
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Richard P Slaughter Associates Inc445KShares$00.0% of portfolio