Hbk Sorce Advisory LLC Fidelity Covington Tr Value Fa Call Options Transaction History
Hbk Sorce Advisory LLC
- $2.69 Billion
- Q2 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding FVAL
# of Institutions
113Shares Held
7.63MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc1.1MShares$66.5 Million0.02% of portfolio
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Jpmorgan Chase & CO New York, NY850KShares$51.2 Million0.0% of portfolio
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Goodwin Investment Advisory Woodstock, GA795KShares$47.9 Million12.6% of portfolio
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Commonwealth Equity Services, LLC715KShares$43.1 Million0.07% of portfolio
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Thrivent Financial For Lutherans Minneapolis, MN557KShares$33.5 Million0.06% of portfolio