Ep Wealth Advisors, LLC Fidelity Covington Tr Divid Et Call Options Transaction History
Ep Wealth Advisors, LLC
- $11.3 Billion
- Q3 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding FDRR
# of Institutions
95Shares Held
3.78MCall Options Held
0Put Options Held
0-
Ameritas Advisory Services, LLC Lincoln, NE832KShares$44.4 Million1.91% of portfolio
-
Lehman & Derafelo Financial Resources LLC263KShares$14 Million3.12% of portfolio
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Bank Of America Corp Charlotte, NC250KShares$13.3 Million0.0% of portfolio
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Commonwealth Equity Services, LLC219KShares$11.7 Million0.02% of portfolio
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Private Advisor Group, LLC195KShares$10.4 Million0.06% of portfolio