Pacific Wealth Management Invesco Actively Mngd ETF Tr U Call Options Transaction History
Pacific Wealth Management
- $215 Million
- Q3 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding GSY
# of Institutions
232Shares Held
30MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY3.16MShares$158 Million0.01% of portfolio
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Wells Fargo & Company San Francisco, CA2.37MShares$119 Million0.03% of portfolio
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Lpl Financial LLC Fort Mill, SC2.3MShares$115 Million0.06% of portfolio
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Cambridge Investment Research Advisors, Inc.1.42MShares$71.2 Million0.24% of portfolio
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Gradient Investments LLC1.38MShares$69.1 Million1.82% of portfolio