Total Wealth Planning, LLC J P Morgan Exchange Traded Fd Call Options Transaction History
Total Wealth Planning, LLC
- $604 Million
- Q4 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding JMEE
# of Institutions
119Shares Held
17.6MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY10.7MShares$663 Million0.05% of portfolio
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Lpl Financial LLC Fort Mill, SC1.1MShares$68.3 Million0.03% of portfolio
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Syntegra Private Wealth Group, LLC Chesterfield, MO801KShares$49.7 Million5.64% of portfolio
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Cwm, LLC347KShares$21.5 Million0.09% of portfolio
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Cgc Financial Services, LLC Lake Oswego, OR327KShares$20.3 Million7.99% of portfolio