Abound Wealth Management Fidelity Covington Tr Call Options Transaction History
Abound Wealth Management
- $301 Billion
- Q3 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
25Shares Held
923KCall Options Held
0Put Options Held
0-
Evernest Financial Advisors, LLC Carmel, IN260KShares$6.85 Million1.89% of portfolio
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Commonwealth Equity Services, LLC232KShares$6.1 Million0.01% of portfolio
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San Luis Wealth Advisors LLC San Luis Obispo, CA193KShares$5.07 Million1.09% of portfolio
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Dentgroup LLC45KShares$1.18 Million0.92% of portfolio
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Jpmorgan Chase & CO New York, NY44.4KShares$1.17 Million0.0% of portfolio