York Bridge Wealth Partners, LLC Legg Mason ETF Invt Tr Call Options Transaction History
York Bridge Wealth Partners, LLC
- $394 Million
- Q4 2022
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding YLDE
# of Institutions
22Shares Held
553KCall Options Held
0Put Options Held
0-
Shira Ridge Wealth Management Larkspur, CA179KShares$8.39 Million4.85% of portfolio
-
Pfs Investments Inc. Duluth, GA110KShares$5.15 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC105KShares$4.9 Million0.0% of portfolio
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Oppenheimer Asset Management Inc. New York, NY38.6KShares$1.81 Million0.03% of portfolio
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Envestnet Asset Management Inc19.1KShares$896,2240.0% of portfolio