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
105Shares Held
3.72MCall Options Held
0Put Options Held
0-
Ameritas Advisory Services, LLC Lincoln, NE722KShares$43.1 Million2.11% of portfolio
-
Lehman & Derafelo Financial Resources LLC263KShares$15.7 Million3.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC233KShares$13.9 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC229KShares$13.6 Million0.0% of portfolio
-
Commonwealth Equity Services, LLC193KShares$11.5 Million0.01% of portfolio