Cornerstone Planning Group LLC Fidelity Covington Tr Quality Call Options Transaction History
Cornerstone Planning Group LLC
- $624 Billion
- Q3 2025
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding FQAL
# of Institutions
143Shares Held
5.89MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc1.16MShares$86.1 Million0.03% of portfolio
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Orgel Wealth Management, LLC932KShares$69.4 Million1.66% of portfolio
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Kestra Advisory Services, LLC633KShares$47.1 Million0.23% of portfolio
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High Probability Advisors, LLC Pittsford, NY303KShares$22.6 Million3.11% of portfolio
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Jpmorgan Chase & CO New York, NY246KShares$18.3 Million0.0% of portfolio