Oakwell Private Wealth Management, LLC Spdr Portfolio S&P 1500 Compos Call Options Transaction History
Oakwell Private Wealth Management, LLC
- $348 Million
- Q3 2024
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding SPTM
# of Institutions
630Shares Held
85MCall Options Held
949KPut Options Held
700-
Lpl Financial LLC Fort Mill, SC8.72MShares$638 Million0.28% of portfolio
-
Huntington National Bank Columbus, OH3.51MShares$257 Million1.82% of portfolio
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Cwm, LLC3.4MShares$249 Million1.02% of portfolio
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Private Advisor Group, LLC2.95MShares$216 Million1.32% of portfolio
-
Envestnet Asset Management Inc2.67MShares$196 Million0.06% of portfolio