Abound Wealth Management Fidelity Covington Tr Value Fa Call Options Transaction History
Abound Wealth Management
- $301 Billion
- Q3 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding FVAL
# of Institutions
121Shares Held
11.8MCall Options Held
0Put Options Held
0-
Dynasty Wealth Management, LLC St. Petersburg, FL3.58MShares$230 Million8.98% of portfolio
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Envestnet Asset Management Inc1.14MShares$73.4 Million0.02% of portfolio
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Jpmorgan Chase & CO New York, NY915KShares$58.7 Million0.0% of portfolio
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Commonwealth Equity Services, LLC897KShares$57.6 Million0.08% of portfolio
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Goodwin Investment Advisory Woodstock, GA823KShares$52.8 Million21.59% of portfolio