Northwest Financial Advisors Wisdomtree Tr U.S. Midcap Divi 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 DON
# of Institutions
439Shares Held
41.6MCall Options Held
500Put Options Held
0-
Bank Of America Corp Charlotte, NC4.53MShares$233 Million0.02% of portfolio
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Morgan Stanley New York, NY2.45MShares$126 Million0.01% of portfolio
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Lpl Financial LLC Fort Mill, SC1.88MShares$96.9 Million0.04% of portfolio
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Linscomb & Williams, Inc. Houston, TX1.87MShares$96.5 Million4.55% of portfolio
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Ubs Group Ag1.66MShares$85.5 Million0.02% of portfolio