New England Private Wealth Advisors LLC Ishares Morningstar Small Cap Call Options Transaction History
New England Private Wealth Advisors LLC
- $617 Million
- Q4 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding ISCG
# of Institutions
139Shares Held
7.36MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY1.08MShares$55.4 Million0.0% of portfolio
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Northwestern Mutual Wealth Management CO439KShares$22.4 Million0.02% of portfolio
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Avantax Advisory Services, Inc.395KShares$20.2 Million0.13% of portfolio
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Lpl Financial LLC Fort Mill, SC389KShares$19.9 Million0.01% of portfolio
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Bank Of America Corp Charlotte, NC388KShares$19.8 Million0.0% of portfolio