Wealth Effects LLC First Tr Exchange Traded Fd Call Options Transaction History
Wealth Effects LLC
- $255 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 EDOW
# of Institutions
67Shares Held
4.09MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC950KShares$35 Million0.02% of portfolio
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Morgan Stanley New York, NY899KShares$33.1 Million0.0% of portfolio
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Vestmark Advisory Solutions, Inc.338KShares$12.5 Million0.5% of portfolio
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Pom Investment Strategies, LLC Raleigh, NC221KShares$8.15 Million6.21% of portfolio
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Commonwealth Equity Services, LLC162KShares$5.96 Million0.01% of portfolio