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
57Shares Held
6.93MCall Options Held
0Put Options Held
0-
Retirement Planning Group2.29MShares$100 Million6.01% of portfolio
-
Commonwealth Equity Services, LLC1.48MShares$64.5 Million0.09% of portfolio
-
Parcion Private Wealth LLC Bellevue, WA469KShares$20.5 Million1.64% of portfolio
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Kestra Advisory Services, LLC414KShares$18.1 Million0.09% of portfolio
-
Envestnet Asset Management Inc338KShares$14.7 Million0.0% of portfolio