Ep Wealth Advisors, LLC Fidelity Covington Tr Divid Et Put Options Transaction History
Ep Wealth Advisors, LLC
- $12 Billion
- Q1 2025
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
103Shares Held
3.78MCall Options Held
0Put Options Held
0-
Ameritas Advisory Services, LLC Lincoln, NE722KShares$40 Million2.11% of portfolio
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Lehman & Derafelo Financial Resources LLC263KShares$14.6 Million3.12% of portfolio
-
Bank Of America Corp Charlotte, NC223KShares$12.3 Million0.0% of portfolio
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Commonwealth Equity Services, LLC197KShares$10.9 Million0.01% of portfolio
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Lpl Financial LLC Fort Mill, SC184KShares$10.2 Million0.0% of portfolio