True Wealth Design, LLC Fidelity Covington Tr Quality Put Options Transaction History
True Wealth Design, LLC
- $256 Billion
- Q3 2024
Put Options
0 transactions
Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
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Others Institutions Holding FQAL
# of Institutions
102Shares Held
5.09MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc1.1MShares$74.3 Million0.02% of portfolio
-
Orgel Wealth Management, LLC985KShares$66.6 Million1.66% of portfolio
-
Kestra Advisory Services, LLC500KShares$33.8 Million0.19% of portfolio
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High Probability Advisors, LLC Pittsford, NY269KShares$18.2 Million2.97% of portfolio
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Great Lakes Retirement, Inc. Sandusky, OH244KShares$16.5 Million2.03% of portfolio