Ever Source Wealth Advisors, LLC Fidelity Covington Tr Low Vola Put Options Transaction History
Ever Source Wealth Advisors, LLC
- $1.66 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 FDLO
# of Institutions
153Shares Held
7.07MCall Options Held
0Put Options Held
0-
Commonwealth Equity Services, LLC756KShares$47.6 Million0.06% of portfolio
-
Envestnet Asset Management Inc612KShares$38.5 Million0.01% of portfolio
-
Roosevelt Investment Group LLC513KShares$32.3 Million1.55% of portfolio
-
Bank Of America Corp Charlotte, NC405KShares$25.5 Million0.0% of portfolio
-
Kestra Advisory Services, LLC323KShares$20.3 Million0.1% of portfolio