Envestnet Asset Management Inc Fidelity Covington Tr Value Fa Call Options Transaction History
Envestnet Asset Management Inc
- $299 Billion
- Q1 2025
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
133Shares Held
9.4MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY2.23MShares$129 Million0.01% of portfolio
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Commonwealth Equity Services, LLC908KShares$52.7 Million0.08% of portfolio
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Thrivent Financial For Lutherans Minneapolis, MN572KShares$33.2 Million0.07% of portfolio
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High Probability Advisors, LLC Pittsford, NY378KShares$21.9 Million3.75% of portfolio
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Custos Family Office, LLC Greenwood Village, CO319KShares$18.5 Million6.77% of portfolio