Wealth Shield Partners, LLC First Trust Dorsey Wright Inte Call Options Transaction History
Wealth Shield Partners, LLC
- $721 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 IFV
# of Institutions
57Shares Held
7.23MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.1MShares$40.8 Million0.0% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.09MShares$21.1 Million0.03% of portfolio
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Concurrent Investment Advisors, LLC Tampa, FL697KShares$13.5 Million0.43% of portfolio
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Wells Fargo & Company San Francisco, CA487KShares$9.45 Million0.0% of portfolio
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New Edge Advisors, LLC New Orleans, LA475KShares$9.22 Million0.07% of portfolio