Napa Wealth Management Pacer Fds Tr Cash Cows Fd Fds Call Options Transaction History
Napa Wealth Management
- $211 Billion
- Q3 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding HERD
# of Institutions
41Shares Held
5.57MCall Options Held
0Put Options Held
0-
International Assets Investment Management, LLC Orlando, FL3.87MShares$148 Million0.26% of portfolio
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Advisory Resource Group220KShares$8.42 Million2.13% of portfolio
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Lpl Financial LLC Fort Mill, SC201KShares$7.68 Million0.0% of portfolio
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Envestnet Asset Management Inc196KShares$7.51 Million0.0% of portfolio
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Cetera Investment Advisers Schaumburg, IL162KShares$6.19 Million0.01% of portfolio