Roosevelt Investment Group LLC Global X Variable Rate Preferr Call Options Transaction History
Roosevelt Investment Group LLC
- $1.39 Billion
- Q3 2022
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding PFFV
# of Institutions
65Shares Held
3.64MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.37MShares$32.6 Million0.0% of portfolio
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Bedel Financial Consulting, Inc.226KShares$5.39 Million0.77% of portfolio
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Leslie Global Wealth, LLC Itasca, IL202KShares$4.81 Million2.36% of portfolio
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Creative Planning Overland Park, KS172KShares$4.09 Million0.0% of portfolio
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Investment Partners Asset Management, Inc. Metuchen, NJ159KShares$3.79 Million2.94% of portfolio