Holistic Financial Partners First Tr Exchange Traded Fd Ii Put Options Transaction History
Holistic Financial Partners
- $197 Million
- Q4 2024
Put Options
0 transactions
Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
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Others Institutions Holding MARB
# of Institutions
33Shares Held
996KCall Options Held
0Put Options Held
0-
Owen La Rue, LLC Elizabethtown, KY246KShares$4.92 Million2.89% of portfolio
-
Midwest Financial Group LLC Overland Park, KS66.6KShares$1.33 Million0.76% of portfolio
-
Bcgm Wealth Management, LLC59.5KShares$1.19 Million0.41% of portfolio
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Stratos Wealth Advisors, LLC51.3KShares$1.03 Million0.05% of portfolio
-
Assetmark, Inc45.7KShares$915,8310.0% of portfolio