Tru Wealth Advisors, LLC Invesco Exc Self Ind Tr Call Options Transaction History
Tru Wealth Advisors, LLC
- $1.61 Billion
- Q3 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding BSCU
# of Institutions
155Shares Held
41.6MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC3.35MShares$55.4 Million0.91% of portfolio
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Clearstead Advisors, LLC Cleveland, OH2.64MShares$43.7 Million0.74% of portfolio
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Raymond James & Associates St Petersburg, FL2.59MShares$42.8 Million0.03% of portfolio
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Wilbanks Smith & Thomas Asset Management LLC2.36MShares$39 Million1.09% of portfolio
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Morgan Stanley New York, NY1.98MShares$32.8 Million0.0% of portfolio