Foundations Investment Advisors, LLC Fidelity Covington Tr Small Mi Call Options Transaction History
Foundations Investment Advisors, LLC
- $6.26 Billion
- Q3 2025
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding FSMD
# of Institutions
142Shares Held
16.4MCall Options Held
0Put Options Held
0-
Retirement Planning Group3.8MShares$164 Million8.22% of portfolio
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Commonwealth Equity Services, LLC2.57MShares$111 Million0.15% of portfolio
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Bank Of America Corp Charlotte, NC1.12MShares$48.2 Million0.0% of portfolio
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Lpl Financial LLC Fort Mill, SC845KShares$36.5 Million0.01% of portfolio
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Advocacy Wealth Management Services, LLC687KShares$29.6 Million2.2% of portfolio