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
120Shares Held
4.95MCall Options Held
100Put Options Held
3K-
Lpl Financial LLC Fort Mill, SC502KShares$26.3 Million0.01% of portfolio
-
Hennion & Walsh Asset Management, Inc.496KShares$26 Million1.21% of portfolio
-
Morgan Stanley New York, NY412KShares$21.6 Million0.0% of portfolio
-
Ubs Group Ag320KShares$16.8 Million0.0% of portfolio
-
Venturi Wealth Management, LLC Austin, TX251KShares$13.1 Million0.73% of portfolio