Orgel Wealth Management, LLC Ishares Morningstar Mid Cap Va Put Options Transaction History
Orgel Wealth Management, LLC
- $3.69 Billion
- Q4 2024
Put Options
0 transactions
Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
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Others Institutions Holding IMCV
# of Institutions
150Shares Held
5.58MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY806KShares$59.2 Million0.0% of portfolio
-
Equitable Holdings, Inc. New York, NY453KShares$33.3 Million0.33% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL299KShares$21.9 Million0.01% of portfolio
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Raymond James Financial Services Advisors, Inc. St. Petersburg, FL270KShares$19.8 Million0.03% of portfolio
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Matrix Trust CO198KShares$14.6 Million2.56% of portfolio