Icon Wealth Advisors, LLC First Tr Ex Trad Fd Viii Cboe Call Options Transaction History
Icon Wealth Advisors, LLC
- $1.19 Billion
- Q4 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding DOCT
# of Institutions
91Shares Held
4.85MCall Options Held
0Put Options Held
0-
Advance Capital Management, Inc. Southfield, MI685KShares$25.8 Million1.58% of portfolio
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Armis Advisers, LLC Atlanta, GA560KShares$21.1 Million2.7% of portfolio
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Reap Financial Group, LLC Austin, TX557KShares$21 Million5.44% of portfolio
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Raymond James Financial Inc St. Petersburg, FL321KShares$12.1 Million0.0% of portfolio
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Per Stirling Capital Management, Llc. Austin, TX204KShares$7.68 Million1.14% of portfolio