Milestone Investment Advisors LLC Fidelity Covington Tr Blue Chi Call Options Transaction History
Milestone Investment Advisors LLC
- $349 Million
- Q1 2025
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding FBCG
# of Institutions
191Shares Held
44.5MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY8.34MShares$337 Million0.03% of portfolio
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Sagespring Wealth Partners, LLC Franklin, TN6.19MShares$250 Million6.25% of portfolio
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Dynasty Wealth Management, LLC St. Petersburg, FL5.58MShares$226 Million4.45% of portfolio
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Commonwealth Equity Services, LLC2.23MShares$90.3 Million0.15% of portfolio
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Thrivent Financial For Lutherans Minneapolis, MN1.97MShares$79.6 Million0.18% of portfolio