Dynasty Wealth Management, LLC Fidelity Covington Tr Blue Chi Call Options Transaction History
Dynasty Wealth Management, LLC
- $6 Trillion
- Q1 2025
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding FBCG
# of Institutions
204Shares Held
48.4MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY9.69MShares$432 Million0.03% of portfolio
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Sagespring Wealth Partners, LLC Franklin, TN6.19MShares$276 Million6.25% of portfolio
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Commonwealth Equity Services, LLC2.66MShares$119 Million0.15% of portfolio
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Bank Of America Corp Charlotte, NC1.39MShares$62.1 Million0.0% of portfolio
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Creative Planning Overland Park, KS1.16MShares$51.7 Million0.04% of portfolio