Core Wealth Partners LLC Fidelity Covington Tr Msci Ene Call Options Transaction History
Core Wealth Partners LLC
- $132 Billion
- Q1 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding FENY
# of Institutions
214Shares Held
21.8MCall Options Held
39.9KPut Options Held
19.8K-
Charles Schwab Investment Management Inc San Francisco, CA4.9MShares$123 Million0.03% of portfolio
-
Lido Advisors, LLC Los Angeles, CA1.65MShares$41.6 Million0.25% of portfolio
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Commonwealth Equity Services, LLC1.22MShares$30.7 Million0.05% of portfolio
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Envestnet Asset Management Inc931KShares$23.5 Million0.01% of portfolio
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High Tower Advisors, LLC Chicago, IL809KShares$20.4 Million0.03% of portfolio