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
70Shares Held
3.43MCall Options Held
0Put Options Held
0-
Ogorek Anthony Joseph637KShares$25.4 Million8.51% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL304KShares$12.1 Million0.02% of portfolio
-
Envestnet Asset Management Inc287KShares$11.4 Million0.0% of portfolio
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Cetera Investment Advisers Schaumburg, IL266KShares$10.6 Million0.02% of portfolio
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Kestra Advisory Services, LLC221KShares$8.79 Million0.05% of portfolio