Cresset Asset Management, LLC Fidelity Covington Tr Msci Fin Call Options Transaction History

Cresset Asset Management, LLC

$25.6 Billion
Q3 2024

Call Options

1 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form
Q2 2023 Aug 14, 2023	BUY	$43.27 - $47.21 $3.89 Million - $4.25 Million	90,000 New	90,000 $4.24 Million

Others Institutions Holding FNCL

# of Institutions

213

Shares Held

10.3M

Call Options Held

600

Put Options Held

3.2K

Lido Advisors, LLC Los Angeles, CA

2.27M
Shares

$156 Million
0.71% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

2M
Shares

$138 Million
0.02% of portfolio
Agf Management LTD Toronto Ontario Canada, A6

485K
Shares

$33.3 Million
0.17% of portfolio
Commonwealth Equity Services, LLC

384K
Shares

$26.4 Million
0.04% of portfolio
Congress Wealth Management LLC Boston, MA

318K
Shares

$21.9 Million
0.28% of portfolio

About FIDELITY COVINGTON TR MSCI FIN

Ticker FNCL
Sector ETFs
Industry ETFs

More about FNCL

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Cresset Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cresset Asset Management, LLC with notifications on news.