Kingswood Wealth Advisors, LLC Pgim ETF Tr Total Return Bd Et Put Options Transaction History
Kingswood Wealth Advisors, LLC
- $1.33 Trillion
- Q4 2024
Put Options
0 transactions
Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
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Others Institutions Holding PTRB
# of Institutions
55Shares Held
5.44MCall Options Held
0Put Options Held
0-
Apollon Wealth Management, LLC Mount Pleasant, SC984KShares$40.8 Million0.96% of portfolio
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Howard Financial Services, Ltd.711KShares$29.5 Million4.0% of portfolio
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Integrated Wealth Concepts LLC614KShares$25.4 Million0.34% of portfolio
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Financial Advisory Service, Inc.374KShares$15.5 Million1.36% of portfolio
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Envestnet Asset Management Inc328KShares$13.6 Million0.0% of portfolio