Tru Wealth Advisors, LLC Invesco Exc Self Ind Tr Call Options Transaction History
Tru Wealth Advisors, LLC
- $1.59 Billion
- Q4 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
203Shares Held
65.5MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC6.63MShares$109 Million1.22% of portfolio
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Raymond James Financial Inc St. Petersburg, FL3.81MShares$62.7 Million0.02% of portfolio
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Morgan Stanley New York, NY3.56MShares$58.6 Million0.0% of portfolio
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Clearstead Advisors, LLC Cleveland, OH3.07MShares$50.5 Million0.78% of portfolio
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Wells Fargo & Company San Francisco, CA2.67MShares$44 Million0.01% of portfolio