Western Wealth Management, LLC Principal Fds Principal Invt G Put Options Transaction History

Western Wealth Management, LLC

$321 Million
Q4 2024

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding IG

# of Institutions

23

Shares Held

6.07M

Call Options Held

0

Put Options Held

0

Principal Securities, Inc. Des Moines, IA

2.14M
Shares

$44.6 Million
0.98% of portfolio
Envestnet Asset Management Inc

2.06M
Shares

$42.8 Million
0.01% of portfolio
Raymond James Financial Inc St. Petersburg, FL

674K
Shares

$14 Million
0.01% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

585K
Shares

$12.2 Million
0.02% of portfolio
Insight Wealth Partners, LLC

158K
Shares

$3.3 Million
0.45% of portfolio

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