Marshall Financial Group LLC Ssga Active Tr Spdr Loomis Say Call Options Transaction History
Marshall Financial Group LLC
- $412 Million
- Q3 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding OBND
# of Institutions
7Shares Held
1.48MCall Options Held
0Put Options Held
0-
Natixis Investment Managers, LLC Boston, MA303KShares$7.92 Million13.89% of portfolio
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Aveo Capital Partners, LLC230KShares$6 Million0.7% of portfolio
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Perigon Wealth Management, LLC San Francisco, CA7.57KShares$197,7020.01% of portfolio
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Advisor Net Financial, Inc4.6KShares$120,1520.01% of portfolio
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Lynx Investment Advisory Washington, Dc, DC2.01KShares$52,5530.04% of portfolio