Center For Financial Planning, Inc. Fidelity Covington Tr Low Vola Call Options Transaction History
Center For Financial Planning, Inc.
- $691 Million
- Q2 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
111Shares Held
5.85MCall Options Held
0Put Options Held
0-
Commonwealth Equity Services, LLC668KShares$38.8 Million0.06% of portfolio
-
Roosevelt Investment Group LLC513KShares$29.8 Million1.55% of portfolio
-
Envestnet Asset Management Inc486KShares$28.2 Million0.01% of portfolio
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Ci Private Wealth, LLC Miami, FL340KShares$19.7 Million0.03% of portfolio
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Bank Of America Corp Charlotte, NC317KShares$18.4 Million0.0% of portfolio