Independent Advisor Alliance Fidelity Covington Tr Quality Call Options Transaction History
Independent Advisor Alliance
- $3.36 Billion
- Q2 2025
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding FQAL
# of Institutions
132Shares Held
5.75MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc1.1MShares$81.5 Million0.02% of portfolio
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Orgel Wealth Management, LLC932KShares$68.9 Million1.66% of portfolio
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Kestra Advisory Services, LLC609KShares$45 Million0.22% of portfolio
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High Probability Advisors, LLC Pittsford, NY295KShares$21.8 Million3.07% of portfolio
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Great Lakes Retirement, Inc. Sandusky, OH239KShares$17.7 Million1.98% of portfolio