Certified Advisory Corp Renaissance Cap Greenwich Fds Call Options Transaction History

Certified Advisory Corp

$910 Million
Q4 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding IPO

# of Institutions

67

Shares Held

857K

Call Options Held

27.5K

Put Options Held

4.2K

Tradition Wealth Management, LLC

131K
Shares

$6.02 Million
0.54% of portfolio
Goldman Sachs Group Inc New York, NY

116K
Shares

$5.35 Million
0.0% of portfolio
Synergy Asset Management, LLC Bellevue, WA

86.9K
Shares

$4 Million
0.3% of portfolio
Cetera Investment Advisers Schaumburg, IL

69.9K
Shares

$3.22 Million
0.01% of portfolio
Sfi Advisors, LLC Montclair, NJ

68.8K
Shares

$3.17 Million
2.11% of portfolio

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