Topsail Wealth Management, LLC First Tr Ex Trd Viii Cboe Vest Call Options Transaction History
Topsail Wealth Management, LLC
- $468 Billion
- Q4 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding DJUN
# of Institutions
96Shares Held
2.11MCall Options Held
0Put Options Held
0-
Kestra Advisory Services, LLC200KShares$8.84 Million0.05% of portfolio
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Commonwealth Equity Services, LLC123KShares$5.44 Million0.01% of portfolio
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Concurrent Investment Advisors, LLC Tampa, FL98.3KShares$4.33 Million0.11% of portfolio
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Hickory Asset Management, Inc. Concord, OH73.2KShares$3.23 Million2.69% of portfolio
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Per Stirling Capital Management, Llc. Austin, TX71.2KShares$3.14 Million0.44% of portfolio