Sonoma Private Wealth LLC Schwab Strategic Tr Ariel Esg Put Options Transaction History
Sonoma Private Wealth LLC
- $61.9 Billion
- Q4 2024
Put Options
0 transactions
Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
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Others Institutions Holding SAEF
# of Institutions
7Shares Held
284KCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC268KShares$7.42 Million0.02% of portfolio
-
Royal Bank Of Canada Toronto, A62.99KShares$82,7390.0% of portfolio
-
Wfa Of San Diego, LLC1.91KShares$52,9900.04% of portfolio
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Ubs Group Ag31Shares$8580.0% of portfolio
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Morgan Stanley New York, NY1Shares$270.0% of portfolio