Goal Vest Advisory LLC Fidelity Covington Tr Divid Et Put Options Transaction History
Goal Vest Advisory LLC
- $352 Million
- Q1 2025
Put Options
0 transactions
Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
---|
Others Institutions Holding FDRR
# of Institutions
101Shares Held
3.92MCall Options Held
0Put Options Held
0-
Ameritas Advisory Services, LLC Lincoln, NE979KShares$50.7 Million2.07% of portfolio
-
Ep Wealth Advisors, LLC Torrance, CA377KShares$19.5 Million0.16% of portfolio
-
Lehman & Derafelo Financial Resources LLC263KShares$13.6 Million3.12% of portfolio
-
Bank Of America Corp Charlotte, NC223KShares$11.5 Million0.0% of portfolio
-
Commonwealth Equity Services, LLC219KShares$11.3 Million0.02% of portfolio