Integrated Wealth Concepts LLC Fidelity Covington Tr Low Vola Call Options Transaction History
Integrated Wealth Concepts LLC
- $10.1 Billion
- Q3 2025
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding FDLO
# of Institutions
166Shares Held
6.86MCall Options Held
0Put Options Held
0-
Commonwealth Equity Services, LLC733KShares$48.5 Million0.06% of portfolio
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Roosevelt Investment Group LLC513KShares$33.9 Million1.55% of portfolio
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Envestnet Asset Management Inc499KShares$33 Million0.01% of portfolio
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Bank Of America Corp Charlotte, NC481KShares$31.8 Million0.0% of portfolio
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Lpl Financial LLC Fort Mill, SC366KShares$24.2 Million0.01% of portfolio