Ever Source Wealth Advisors, LLC Spdr Ser Tr Msci Usa Strategic Put Options Transaction History
Ever Source Wealth Advisors, LLC
- $1.65 Billion
- Q4 2024
Put Options
0 transactions
| Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
|---|
Others Institutions Holding QUS
# of Institutions
179Shares Held
7.51MCall Options Held
0Put Options Held
0-
Colony Group LLC Boston, MA1.44MShares$226 Million2.62% of portfolio
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Tolleson Wealth Management, Inc. Dallas, TX608KShares$95.3 Million19.31% of portfolio
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Sfmg, LLC515KShares$80.7 Million6.41% of portfolio
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Envestnet Asset Management Inc384KShares$60.2 Million0.02% of portfolio
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Private Advisor Group, LLC329KShares$51.7 Million0.29% of portfolio