Captrust Financial Advisors Simplify Exchange Traded Fds H Call Options Transaction History
Captrust Financial Advisors
- $34.2 Billion
- Q4 2024
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding HEQT
# of Institutions
52Shares Held
9.44MCall Options Held
0Put Options Held
0-
Alpine Bank Wealth Management Grand Junction, CO1.85MShares$52.1 Million8.5% of portfolio
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Lpl Financial LLC Fort Mill, SC1.09MShares$30.6 Million0.01% of portfolio
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Keudell840KShares$23.6 Million5.78% of portfolio
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Private Advisor Group, LLC697KShares$19.6 Million0.12% of portfolio
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Wealth Plan Investment Management, LLC Omaha, NE600KShares$16.9 Million1.87% of portfolio