Amplius Wealth Advisors, LLC Fidelity Covington Tr Msci Con Put Options Transaction History

Amplius Wealth Advisors, LLC

$815 Million
Q3 2024

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding FDIS

# of Institutions

211

Shares Held

9.7M

Call Options Held

2K

Put Options Held

500

Bank Of America Corp Charlotte, NC

1.77M
Shares

$165 Million
0.01% of portfolio
Lido Advisors, LLC Los Angeles, CA

1.36M
Shares

$127 Million
0.59% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

1.3M
Shares

$121 Million
0.02% of portfolio
Richard Bernstein Advisors LLC

998K
Shares

$93.2 Million
1.9% of portfolio
Ae Wealth Management LLC

495K
Shares

$46.2 Million
0.45% of portfolio

About FIDELITY COVINGTON TR MSCI CON

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