Capital Advisory Group Advisory Services, LLC Fidelity Covington Tr Msci Hea Put Options Transaction History

Capital Advisory Group Advisory Services, LLC

$315 Million
Q3 2025

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding FHLC

# of Institutions

378

Shares Held

15.6M

Call Options Held

Put Options Held

Lido Advisors, LLC Los Angeles, CA

1.9M
Shares

$132 Million
0.47% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

1.77M
Shares

$124 Million
0.02% of portfolio
Agf Management LTD Toronto Ontario Canada, A6

907K
Shares

$63.2 Million
0.29% of portfolio
Lpl Financial LLC Fort Mill, SC

587K
Shares

$40.9 Million
0.01% of portfolio
Morgan Stanley New York, NY

452K
Shares

$31.5 Million
0.0% of portfolio

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About FIDELITY COVINGTON TR MSCI HEA

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