Spire Wealth Management Innovator U.S. Equity Buffer E Call Options Transaction History
Spire Wealth Management
- $3.02 Billion
- Q1 2025
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding BMAR
# of Institutions
108Shares Held
2.65MCall Options Held
0Put Options Held
0-
Outlook Wealth Advisors, LLC415KShares$18.1 Million6.33% of portfolio
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Penserra Capital Management LLC Orinda, CA332KShares$14.5 Million0.28% of portfolio
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Advisor Group Holdings, Inc. Phoenix, AZ138KShares$6.01 Million0.02% of portfolio
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Commonwealth Equity Services, LLC120KShares$5.22 Million0.01% of portfolio
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Retirement Planning Group115KShares$5.02 Million0.35% of portfolio