Baker Ellis Asset Management LLC Pimco Rafi Dynamic Multi Facto Call Options Transaction History
Baker Ellis Asset Management LLC
- $658 Million
- Q4 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding MFUS
# of Institutions
26Shares Held
2.86MCall Options Held
0Put Options Held
0-
Schiavi & CO LLC Wilmington, DE1.36MShares$70.7 Million26.37% of portfolio
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Austin Wealth Management, LLC Austin, TX563KShares$29.2 Million5.93% of portfolio
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Williams & Novak, LLC Westlake Village, CA135KShares$7.02 Million6.46% of portfolio
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Marshall Investment Management, LLC Littleton, CO108KShares$5.6 Million3.18% of portfolio
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Entrewealth, LLC Austin, TX105KShares$5.46 Million4.87% of portfolio