Ae Wealth Management LLC Fidelity Covington Tr Msci Con Call Options Transaction History
Ae Wealth Management LLC
- $11.7 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 FDIS
# of Institutions
244Shares Held
9.28MCall Options Held
2.4KPut Options Held
0-
Lido Advisors, LLC Los Angeles, CA1.36MShares$139 Million0.49% of portfolio
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Charles Schwab Investment Management Inc San Francisco, CA1.21MShares$124 Million0.02% of portfolio
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Bank Of America Corp Charlotte, NC924KShares$94.4 Million0.01% of portfolio
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Pfg Advisors666KShares$68 Million2.09% of portfolio
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Richard Bernstein Advisors LLC506KShares$51.7 Million1.19% of portfolio