Evernest Financial Advisors, LLC Fidelity Covington Tr Call Options Transaction History
Evernest Financial Advisors, LLC
- $275 Million
- Q2 2025
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding FSMO
# of Institutions
49Shares Held
2.71MCall Options Held
0Put Options Held
0-
Kerntke Otto Mc Glone Wealth Management Group Appleton, WI503KShares$13.2 Million10.54% of portfolio
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Commonwealth Equity Services, LLC364KShares$9.58 Million0.01% of portfolio
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Rfg Advisory, LLC Birmingham, AL349KShares$9.18 Million0.35% of portfolio
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Menora Mivtachim Holdings Ltd.228KShares$5.98 Million0.04% of portfolio
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Sk Wealth Management, LLC Providence, RI153KShares$4.03 Million1.85% of portfolio