Precedent Wealth Partners, LLC First Tr Ex Tr Fd Viii Cboe Ve Call Options Transaction History
Precedent Wealth Partners, LLC
- $303 Billion
- Q3 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding DMAY
# of Institutions
76Shares Held
3.01MCall Options Held
0Put Options Held
0-
Ogorek Anthony Joseph621KShares$25.6 Million8.51% of portfolio
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Raymond James Financial Services Advisors, Inc. St. Petersburg, FL304KShares$12.5 Million0.02% of portfolio
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Kestra Advisory Services, LLC217KShares$8.96 Million0.05% of portfolio
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Raymond James & Associates St Petersburg, FL202KShares$8.35 Million0.01% of portfolio
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Tanglewood Legacy Advisors, LLC Houston, TX152KShares$6.28 Million2.7% of portfolio