Crestwood Advisors Group LLC Ishares Morningstar U.S. Equit Call Options Transaction History
Crestwood Advisors Group LLC
- $5.07 Billion
- Q3 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding ILCB
# of Institutions
182Shares Held
5.61MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY509KShares$43.1 Million0.0% of portfolio
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Equitable Holdings, Inc. New York, NY437KShares$37 Million0.35% of portfolio
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Ameriprise Financial Inc Minneapolis, MN413KShares$34.9 Million0.01% of portfolio
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Advisor Shares Investments LLC Bethesda, MD372KShares$31.5 Million5.84% of portfolio
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Wells Fargo & Company San Francisco, CA364KShares$30.8 Million0.01% of portfolio