Midland Wealth Advisors LLC Invesco Bulletshares 2027 Muni Call Options Transaction History
Midland Wealth Advisors LLC
- $1.71 Trillion
- Q3 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding BSMR
# of Institutions
94Shares Held
5.03MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY476KShares$11.2 Million0.0% of portfolio
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Wells Fargo & Company San Francisco, CA282KShares$6.65 Million0.0% of portfolio
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Lpl Financial LLC Fort Mill, SC280KShares$6.6 Million0.0% of portfolio
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Key F Inancial Inc273KShares$6.43 Million1.45% of portfolio
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Confluence Investment Management LLC243KShares$5.73 Million0.08% of portfolio