All Square Wealth Management LLC Fidelity Covington Tr Low Vola Call Options Transaction History
All Square Wealth Management LLC
- $169 Million
- Q1 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding FDLO
# of Institutions
109Shares Held
6.02MCall Options Held
0Put Options Held
0-
Commonwealth Equity Services, LLC668KShares$38.5 Million0.06% of portfolio
-
Roosevelt Investment Group LLC513KShares$29.6 Million1.55% of portfolio
-
Envestnet Asset Management Inc486KShares$28 Million0.01% of portfolio
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Ci Private Wealth, LLC Miami, FL340KShares$19.6 Million0.03% of portfolio
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Bank Of America Corp Charlotte, NC317KShares$18.3 Million0.0% of portfolio