Dynasty Wealth Management, LLC Fidelity Covington Tr Blue Chi Call Options Transaction History
Dynasty Wealth Management, LLC
- $7.49 Trillion
- Q3 2025
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding FBCG
# of Institutions
232Shares Held
53.6MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY9.31MShares$498 Million0.03% of portfolio
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Sagespring Wealth Partners, LLC Franklin, TN7.18MShares$384 Million6.71% of portfolio
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Commonwealth Equity Services, LLC2.84MShares$152 Million0.2% of portfolio
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Bank Of America Corp Charlotte, NC1.56MShares$83.2 Million0.01% of portfolio
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Morgan Stanley New York, NY1.23MShares$65.9 Million0.0% of portfolio