Investment Planning Advisors, Inc. Victory Portf Ii Shs Us Small Call Options Transaction History
Investment Planning Advisors, Inc.
- $185 Million
- Q3 2024
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding CSB
# of Institutions
61Shares Held
1.58MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC264KShares$15.6 Million0.0% of portfolio
-
Ubs Group Ag159KShares$9.4 Million0.0% of portfolio
-
Cwm, LLC157KShares$9.27 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC121KShares$7.14 Million0.0% of portfolio
-
Envestnet Asset Management Inc78.8KShares$4.65 Million0.0% of portfolio