Wealth Enhancement & Preservation Of Ga, LLC Spdr Portfolio Aggregate Bond Call Options Transaction History
Wealth Enhancement & Preservation Of Ga, LLC
- $104 Million
- Q2 2023
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding SPAB
# of Institutions
488Shares Held
243MCall Options Held
300Put Options Held
0-
Lpl Financial LLC Fort Mill, SC22.8MShares$581 Million0.29% of portfolio
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Cwm, LLC15.1MShares$383 Million1.69% of portfolio
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Cliftonlarsonallen Wealth Advisors, LLC11.9MShares$303 Million7.2% of portfolio
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Envestnet Asset Management Inc10.9MShares$276 Million0.1% of portfolio
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Cerity Partners LLC New York, NY8.9MShares$226 Million0.59% of portfolio