Kfg Wealth Management, LLC First Tr Nasdaq Clean Edge Sma Call Options Transaction History
Kfg Wealth Management, LLC
- $344 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 GRID
# of Institutions
273Shares Held
8.97MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY882KShares$106 Million0.01% of portfolio
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Bank Of America Corp Charlotte, NC823KShares$99.3 Million0.01% of portfolio
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Assetmark, Inc803KShares$96.7 Million0.29% of portfolio
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Lpl Financial LLC Fort Mill, SC516KShares$62.2 Million0.03% of portfolio
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International Assets Investment Management, LLC Orlando, FL506KShares$61 Million0.01% of portfolio