Live Oak Investment Partners Fidelity Covington Tr Small Mi Call Options Transaction History
Live Oak Investment Partners
- $123 Million
- Q3 2024
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding FSMD
# of Institutions
63Shares Held
7.16MCall Options Held
0Put Options Held
0-
Retirement Planning Group2.29MShares$94.9 Million6.01% of portfolio
-
Commonwealth Equity Services, LLC1.48MShares$61.1 Million0.09% of portfolio
-
Parcion Private Wealth LLC Bellevue, WA469KShares$19.4 Million1.64% of portfolio
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Envestnet Asset Management Inc338KShares$14 Million0.0% of portfolio
-
Systelligence, LLC284KShares$11.7 Million3.11% of portfolio