Dynasty Wealth Management, LLC Fidelity Covington Tr Value Fa Call Options Transaction History
Dynasty Wealth Management, LLC
- $5.8 Trillion
- Q4 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
125Shares Held
9.65MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc1.14MShares$72.6 Million0.02% of portfolio
-
Jpmorgan Chase & CO New York, NY915KShares$58.1 Million0.0% of portfolio
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Commonwealth Equity Services, LLC897KShares$56.9 Million0.08% of portfolio
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Thrivent Financial For Lutherans Minneapolis, MN576KShares$36.5 Million0.07% of portfolio
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High Probability Advisors, LLC Pittsford, NY364KShares$23.1 Million4.01% of portfolio