Capital A Wealth Management, LLC Fidelity Covington Tr Low Vola Call Options Transaction History
Capital A Wealth Management, LLC
- $8.94 Billion
 - Q2 2025
 
Call Options
	  0 transactions
	
  | Quarter | Operation | Price Per call | calls change | calls Held | SEC Form | 
|---|
Others Institutions Holding FDLO
# of Institutions
170Shares Held
6.67MCall Options Held
0Put Options Held
0- 
    
      Commonwealth Equity Services, LLC733KShares$48.3 Million0.06% of portfolio
 - 
    
      Envestnet Asset Management Inc555KShares$36.5 Million0.01% of portfolio
 - 
    
      Roosevelt Investment Group LLC513KShares$33.7 Million1.55% of portfolio
 - 
    
      Bank Of America Corp Charlotte, NC444KShares$29.2 Million0.0% of portfolio
 - 
    
      Kestra Advisory Services, LLC346KShares$22.8 Million0.11% of portfolio