Wr Wealth Planners, LLC Invesco Exchange Traded Fd Tr Call Options Transaction History
Wr Wealth Planners, LLC
- $347 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 PJP
# of Institutions
100Shares Held
769KCall Options Held
0Put Options Held
0-
Peak Asset Management, LLC Louisville, CO132KShares$11.6 Million2.22% of portfolio
-
Morgan Stanley New York, NY66.7KShares$5.88 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC52.1KShares$4.59 Million0.0% of portfolio
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Bank Of America Corp Charlotte, NC43.7KShares$3.85 Million0.0% of portfolio
-
Cambridge Investment Research Advisors, Inc.37.8KShares$3.33 Million0.01% of portfolio