Holistic Planning, LLC Fidelity Covington Tr Small Mi Call Options Transaction History
Holistic Planning, LLC
- $349 Billion
- Q2 2025
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding FSMD
# of Institutions
137Shares Held
15.3MCall Options Held
0Put Options Held
0-
Retirement Planning Group3.55MShares$150 Million9.0% of portfolio
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Commonwealth Equity Services, LLC2.21MShares$93.5 Million0.12% of portfolio
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Bank Of America Corp Charlotte, NC1.12MShares$47.3 Million0.0% of portfolio
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Lpl Financial LLC Fort Mill, SC845KShares$35.8 Million0.01% of portfolio
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Advocacy Wealth Management Services, LLC687KShares$29.1 Million2.2% of portfolio