Ep Wealth Advisors, LLC Fidelity Covington Tr Divid Et Call Options Transaction History
Ep Wealth Advisors, LLC
- $14.6 Billion
- Q2 2025
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
---|
Others Institutions Holding FDRR
# of Institutions
101Shares Held
3.68MCall Options Held
0Put Options Held
0-
Ameritas Advisory Services, LLC Lincoln, NE722KShares$41.9 Million2.11% of portfolio
-
Lehman & Derafelo Financial Resources LLC263KShares$15.3 Million3.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC233KShares$13.5 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC229KShares$13.3 Million0.0% of portfolio
-
Commonwealth Equity Services, LLC197KShares$11.4 Million0.01% of portfolio