Highland Financial Advisors, LLC Ishares Tr Esg Screened S&P 50 Call Options Transaction History
Highland Financial Advisors, LLC
- $281 Million
- Q3 2024
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding XVV
# of Institutions
96Shares Held
2.83MCall Options Held
0Put Options Held
0-
Sun Life Financial Inc Toronto, A6823KShares$36.3 Million2.03% of portfolio
-
Becker Capital Management Inc207KShares$9.11 Million0.3% of portfolio
-
Retirement Capital Strategies148KShares$6.51 Million2.5% of portfolio
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Lpl Financial LLC Fort Mill, SC122KShares$5.39 Million0.0% of portfolio
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Bsw Wealth Partners Boulder, CO97.9KShares$4.32 Million0.66% of portfolio