Ep Wealth Advisors, LLC Fidelity Covington Tr Divid Et Put Options Transaction History
Ep Wealth Advisors, LLC
- $8.44 Billion
- Q1 2024
Put Options
0 transactions
Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
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Others Institutions Holding FDRR
# of Institutions
92Shares Held
4.07MCall Options Held
0Put Options Held
0-
Ameritas Advisory Services, LLC Lincoln, NE726KShares$35.5 Million1.4% of portfolio
-
Commonwealth Equity Services, LLC367KShares$17.9 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC271KShares$13.2 Million0.0% of portfolio
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Lehman & Derafelo Financial Resources LLC263KShares$12.9 Million3.12% of portfolio
-
Private Advisor Group, LLC193KShares$9.47 Million0.07% of portfolio