Creative Planning Fidelity Covington Tr Put Options Transaction History
Creative Planning
- $129 Billion
- Q3 2025
Put Options
0 transactions
| Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
|---|
Others Institutions Holding FSMO
# of Institutions
55Shares Held
3.26MCall Options Held
0Put Options Held
0-
Evernest Financial Advisors, LLC Carmel, IN406KShares$10.7 Million3.36% of portfolio
-
Rfg Advisory, LLC Birmingham, AL392KShares$10.3 Million0.38% of portfolio
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Kerntke Otto Mc Glone Wealth Management Group Appleton, WI391KShares$10.3 Million7.85% of portfolio
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Commonwealth Equity Services, LLC353KShares$9.28 Million0.01% of portfolio
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Mai Capital Management299KShares$7.86 Million0.05% of portfolio