Dougherty Wealth Advisers LLC Fidelity Covington Tr Value Fa Call Options Transaction History
Dougherty Wealth Advisers LLC
- $114 Million
- Q2 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding FVAL
# of Institutions
112Shares Held
7.58MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc954KShares$56.1 Million0.02% of portfolio
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Jpmorgan Chase & CO New York, NY773KShares$45.4 Million0.0% of portfolio
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Goodwin Investment Advisory Woodstock, GA765KShares$45 Million20.59% of portfolio
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Commonwealth Equity Services, LLC648KShares$38.1 Million0.06% of portfolio
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Thrivent Financial For Lutherans Minneapolis, MN518KShares$30.4 Million0.06% of portfolio