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 PWB
# of Institutions
171Shares Held
5.82MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC810KShares$83.9 Million0.04% of portfolio
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Morgan Stanley New York, NY721KShares$74.7 Million0.01% of portfolio
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Raymond James & Associates St Petersburg, FL386KShares$40 Million0.02% of portfolio
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Bank Of America Corp Charlotte, NC381KShares$39.5 Million0.0% of portfolio
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Cambridge Investment Research Advisors, Inc.262KShares$27.1 Million0.09% of portfolio