Sonata Capital Group Inc Jpmorgan Diversified Return Us Call Options Transaction History
Sonata Capital Group Inc
- $237 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 JPUS
# of Institutions
85Shares Held
3.02MCall Options Held
0Put Options Held
0-
Planning Alternatives LTD517KShares$60.5 Million9.14% of portfolio
-
St Germain D J CO Inc Springfield, MA466KShares$54.5 Million2.63% of portfolio
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Modera Wealth Management, LLC320KShares$37.5 Million0.49% of portfolio
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Bank Of America Corp Charlotte, NC234KShares$27.3 Million0.0% of portfolio
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Captrust Financial Advisors Raleigh, NC214KShares$25.1 Million0.08% of portfolio