Fortis Capital Advisors, LLC Litman Gregory Fds Tr Imgp Dbi Call Options Transaction History
Fortis Capital Advisors, LLC
- $293 Billion
- Q4 2024
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding DBMF
# of Institutions
208Shares Held
37.7MCall Options Held
4.1KPut Options Held
800-
Jpmorgan Chase & CO New York, NY5.67MShares$152 Million0.01% of portfolio
-
Cwm, LLC2.47MShares$66.2 Million0.27% of portfolio
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Morgan Stanley New York, NY2MShares$53.7 Million0.0% of portfolio
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Naviter Wealth, LLC1.86MShares$49.8 Million5.97% of portfolio
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Litman Gregory Wealth Management LLC1.48MShares$39.8 Million3.37% of portfolio