Private Wealth Strategies, L.L.C. Wisdomtree Tr Us Small Cap Qua Call Options Transaction History
Private Wealth Strategies, L.L.C.
- $490 Million
- Q2 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding DGRS
# of Institutions
107Shares Held
4.7MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC503KShares$25.7 Million0.01% of portfolio
-
Hennion & Walsh Asset Management, Inc.487KShares$24.9 Million1.22% of portfolio
-
Morgan Stanley New York, NY378KShares$19.3 Million0.0% of portfolio
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Ubs Group Ag317KShares$16.2 Million0.0% of portfolio
-
Venturi Wealth Management, LLC Austin, TX248KShares$12.7 Million0.75% of portfolio