Wr Wealth Planners, LLC Jp Morgan Exch Traded Fd Tr Sh Call Options Transaction History
Wr Wealth Planners, LLC
- $301 Million
- Q4 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding JSCP
# of Institutions
84Shares Held
10.5MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC1.92MShares$90.7 Million0.18% of portfolio
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Jpmorgan Chase & CO New York, NY1.38MShares$65.1 Million0.01% of portfolio
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Ep Wealth Advisors, LLC Torrance, CA1.23MShares$58.2 Million0.49% of portfolio
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Hb Wealth Management, LLC1.12MShares$53 Million0.45% of portfolio
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Cwm, LLC706KShares$33.4 Million0.13% of portfolio