Sweet Financial Partners, LLC Wisdomtree U.S. Smallcap Fund Call Options Transaction History
Sweet Financial Partners, LLC
- $447 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 EES
# of Institutions
149Shares Held
7.29MCall Options Held
9.7KPut Options Held
0-
Morgan Stanley New York, NY815KShares$42.5 Million0.0% of portfolio
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Bank Of America Corp Charlotte, NC802KShares$41.9 Million0.0% of portfolio
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Ubs Group Ag688KShares$35.9 Million0.01% of portfolio
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Ameriprise Financial Inc Minneapolis, MN487KShares$25.4 Million0.01% of portfolio
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Cetera Investment Advisers Schaumburg, IL389KShares$20.3 Million0.04% of portfolio