Pur Efi Wealth, LLC Fidelity Covington Tr Blue Chi Call Options Transaction History
Pur Efi Wealth, LLC
- $130 Billion
- Q3 2025
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding FBCG
# of Institutions
219Shares Held
52MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY9.69MShares$530 Million0.03% of portfolio
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Sagespring Wealth Partners, LLC Franklin, TN7.18MShares$393 Million6.71% of portfolio
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Dynasty Wealth Management, LLC St. Petersburg, FL7.01MShares$384 Million5.02% of portfolio
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Commonwealth Equity Services, LLC2.84MShares$155 Million0.2% of portfolio
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Bank Of America Corp Charlotte, NC1.52MShares$83.4 Million0.01% of portfolio