Kingswood Wealth Advisors, LLC Fidelity Covington Tr Low Vola Put Options Transaction History
Kingswood Wealth Advisors, LLC
- $1.4 Trillion
- Q3 2024
Put Options
0 transactions
Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
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Others Institutions Holding FDLO
# of Institutions
123Shares Held
6.19MCall Options Held
0Put Options Held
0-
Commonwealth Equity Services, LLC725KShares$44.1 Million0.07% of portfolio
-
Envestnet Asset Management Inc555KShares$33.8 Million0.01% of portfolio
-
Roosevelt Investment Group LLC513KShares$31.2 Million1.55% of portfolio
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Kestra Advisory Services, LLC317KShares$19.3 Million0.1% of portfolio
-
Ci Private Wealth, LLC Miami, FL315KShares$19.2 Million0.03% of portfolio