Northwest Financial Advisors Wisdomtree Tr U.S. Smallcap Di Call Options Transaction History
Northwest Financial Advisors
- $145 Billion
- Q2 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding DES
# of Institutions
348Shares Held
29.3MCall Options Held
9.1KPut Options Held
0-
Morgan Stanley New York, NY2.2MShares$76 Million0.01% of portfolio
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Bank Of America Corp Charlotte, NC2.15MShares$74.3 Million0.01% of portfolio
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Ubs Group Ag1.83MShares$63.2 Million0.01% of portfolio
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Lpl Financial LLC Fort Mill, SC1.65MShares$56.9 Million0.03% of portfolio
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Creative Planning Overland Park, KS1.49MShares$51.7 Million0.05% of portfolio