True Wealth Design, LLC Fidelity Covington Tr Quality Call Options Transaction History
True Wealth Design, LLC
- $401 Billion
- Q1 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
---|
Others Institutions Holding FQAL
# of Institutions
86Shares Held
5.89MCall Options Held
0Put Options Held
0-
Orgel Wealth Management, LLC2.03MShares$127 Million3.41% of portfolio
-
Envestnet Asset Management Inc1.03MShares$64 Million0.02% of portfolio
-
Kestra Advisory Services, LLC523KShares$32.5 Million0.21% of portfolio
-
Great Lakes Retirement, Inc. Sandusky, OH261KShares$16.2 Million2.27% of portfolio
-
Smith Chas P & Associates Pa Cpas250KShares$15.5 Million0.89% of portfolio