Evernest Financial Advisors, LLC Fidelity Covington Tr Call Options Transaction History
Evernest Financial Advisors, LLC
- $363 Million
- Q4 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding FSMO
# of Institutions
31Shares Held
1.13MCall Options Held
0Put Options Held
0-
Commonwealth Equity Services, LLC181KShares$4.75 Million0.01% of portfolio
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San Luis Wealth Advisors LLC San Luis Obispo, CA143KShares$3.75 Million0.81% of portfolio
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Sk Wealth Management, LLC Providence, RI84.4KShares$2.22 Million1.16% of portfolio
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Sax Wealth Advisors, LLC Parsippany, NJ53.7KShares$1.41 Million0.11% of portfolio
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Jpmorgan Chase & CO New York, NY45.6KShares$1.2 Million0.0% of portfolio