Kcs Wealth Advisory Fidelity Covington Tr Quality Call Options Transaction History
Kcs Wealth Advisory
- $224 Million
- Q3 2023
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
119Shares Held
5.71MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc1.1MShares$73.9 Million0.02% of portfolio
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Orgel Wealth Management, LLC944KShares$63.4 Million1.66% of portfolio
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Kestra Advisory Services, LLC556KShares$37.3 Million0.18% of portfolio
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High Probability Advisors, LLC Pittsford, NY281KShares$18.8 Million3.0% of portfolio
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Great Lakes Retirement, Inc. Sandusky, OH241KShares$16.2 Million2.03% of portfolio