Wealthspire Advisors, LLC Ishares Tr Call Options Transaction History
Wealthspire Advisors, LLC
- $9.93 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 LRGF
# of Institutions
217Shares Held
34.5MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY3.68MShares$201 Million13.33% of portfolio
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Halbert Hargrove Global Advisors, LLC3.39MShares$185 Million11.09% of portfolio
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Sig Fig Wealth Management, LLC San Francisco, CA1.98MShares$108 Million4.11% of portfolio
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Wells Fargo & Company San Francisco, CA1.85MShares$101 Million0.03% of portfolio
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Tolleson Wealth Management, Inc. Dallas, TX1.84MShares$100 Million22.74% of portfolio