Sagespring Wealth Partners, LLC Fidelity Covington Tr Quality Call Options Transaction History
Sagespring Wealth Partners, LLC
- $4.64 Trillion
- Q2 2025
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding FQAL
# of Institutions
133Shares Held
5.76MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc1.1MShares$79.6 Million0.02% of portfolio
-
Orgel Wealth Management, LLC951KShares$68.7 Million1.68% of portfolio
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Kestra Advisory Services, LLC609KShares$44 Million0.22% of portfolio
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High Probability Advisors, LLC Pittsford, NY295KShares$21.3 Million3.07% of portfolio
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Great Lakes Retirement, Inc. Sandusky, OH239KShares$17.3 Million1.98% of portfolio