Creative Planning Fidelity Covington Tr Value Fa Put Options Transaction History
Creative Planning
- $101 Billion
- Q3 2024
Put Options
0 transactions
| Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
|---|
Others Institutions Holding FVAL
# of Institutions
121Shares Held
11.8MCall Options Held
0Put Options Held
0-
Dynasty Wealth Management, LLC St. Petersburg, FL3.58MShares$226 Million8.98% of portfolio
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Envestnet Asset Management Inc1.14MShares$72.2 Million0.02% of portfolio
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Jpmorgan Chase & CO New York, NY915KShares$57.7 Million0.0% of portfolio
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Commonwealth Equity Services, LLC897KShares$56.6 Million0.08% of portfolio
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Goodwin Investment Advisory Woodstock, GA823KShares$51.9 Million21.59% of portfolio