Northwest Financial Advisors Invesco ETF Tr Ii S&P Smallcap 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 XSHQ
# of Institutions
56Shares Held
3.5MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.1MShares$48.4 Million0.02% of portfolio
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New York Life Investment Management LLC New York, NY510KShares$22.4 Million0.21% of portfolio
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Confluence Investment Management LLC418KShares$18.4 Million0.25% of portfolio
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Breakwater Capital Group Paramus, NJ172KShares$7.56 Million1.5% of portfolio
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Schwallier Wealth Management LLC Grand Rapids, MI151KShares$6.63 Million4.76% of portfolio