York Bridge Wealth Partners, LLC Invesco Exchange Traded Fd Tr Put Options Transaction History
York Bridge Wealth Partners, LLC
- $394 Million
- Q4 2022
Put Options
0 transactions
Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
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Others Institutions Holding PFM
# of Institutions
133Shares Held
9.4MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC2.04MShares$95.2 Million0.04% of portfolio
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Flaharty Asset Management, LLC820KShares$38.3 Million5.61% of portfolio
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Morgan Stanley New York, NY668KShares$31.2 Million0.0% of portfolio
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Raymond James Financial Services Advisors, Inc. St. Petersburg, FL465KShares$21.7 Million0.03% of portfolio
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Clearstead Advisors, LLC Cleveland, OH435KShares$20.3 Million0.32% of portfolio