Balanced Rock Investment Advisor Pimco Equity Ser Rafi Esg U S Call Options Transaction History
Balanced Rock Investment Advisor
- $119 Billion
- Q2 2024
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding RAFE
# of Institutions
23Shares Held
751KCall Options Held
0Put Options Held
0-
Northwest Bancshares, Inc. Warren, PA173KShares$6.38 Million1.04% of portfolio
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Arlington Financial Advisors, LLC125KShares$4.62 Million1.19% of portfolio
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Gen Wealth Group, Inc.82KShares$3.02 Million0.71% of portfolio
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Commonwealth Equity Services, LLC67.4KShares$2.49 Million0.0% of portfolio
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Lpl Financial LLC Fort Mill, SC42.9KShares$1.58 Million0.0% of portfolio