Liberty Wealth Management LLC Principal Fds Principal Invt G Call Options Transaction History

Liberty Wealth Management LLC

$578 Million
Q4 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

22

Shares Held

5.93M

Call Options Held

0

Put Options Held

0

Principal Securities, Inc. Des Moines, IA

2.14M
Shares

$43.4 Million
0.98% of portfolio
Envestnet Asset Management Inc

2.06M
Shares

$41.7 Million
0.01% of portfolio
Raymond James Financial Inc St. Petersburg, FL

674K
Shares

$13.7 Million
0.01% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

585K
Shares

$11.9 Million
0.02% of portfolio
Insight Wealth Partners, LLC

158K
Shares

$3.21 Million
0.45% of portfolio

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