Rooted Wealth Advisors, Inc. Fidelity Covington Tr Cloud CO Call Options Transaction History
Rooted Wealth Advisors, Inc.
- $275 Million
- Q2 2025
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding FCLD
# of Institutions
19Shares Held
642KCall Options Held
0Put Options Held
0-
Sfi Advisors, LLC Montclair, NJ188KShares$5.27 Million3.46% of portfolio
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Advisory Services Network, LLC134KShares$3.75 Million0.06% of portfolio
-
Ken Griffin Citadel Advisors LLC | Chicago, Il73.5KShares$2.06 Million0.0% of portfolio
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Commonwealth Equity Services, LLC42.4KShares$1.19 Million0.0% of portfolio
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Advisor Group Holdings, Inc. Phoenix, AZ35.4KShares$991,2190.0% of portfolio