Insight Wealth Partners, LLC Principal Fds Principal Invt G Call Options Transaction History

Insight Wealth Partners, LLC

$498 Million
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding IG

# of Institutions

24

Shares Held

5.21M

Call Options Held

0

Put Options Held

0

Principal Securities, Inc. Des Moines, IA

2.03M
Shares

$41.7 Million
1.05% of portfolio
Envestnet Asset Management Inc

1.97M
Shares

$40.5 Million
0.01% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

585K
Shares

$12 Million
0.02% of portfolio
Western Wealth Management, LLC

159K
Shares

$3.26 Million
0.2% of portfolio
Goldman Sachs Group Inc New York, NY

124K
Shares

$2.54 Million
0.0% of portfolio

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