Bms Financial Advisors, LLC Fidelity Covington Tr Quality Put Options Transaction History
Bms Financial Advisors, LLC
- $148 Million
- Q2 2023
Put Options
0 transactions
Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
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Others Institutions Holding FQAL
# of Institutions
123Shares Held
5.66MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc1.1MShares$78.6 Million0.02% of portfolio
-
Orgel Wealth Management, LLC951KShares$67.8 Million1.68% of portfolio
-
Kestra Advisory Services, LLC556KShares$39.7 Million0.18% of portfolio
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High Probability Advisors, LLC Pittsford, NY295KShares$21 Million3.07% of portfolio
-
Great Lakes Retirement, Inc. Sandusky, OH241KShares$17.2 Million2.03% of portfolio