Kcs Wealth Advisory Fidelity Covington Tr Quality Put Options Transaction History
Kcs Wealth Advisory
- $224 Million
- Q3 2023
Put Options
0 transactions
Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
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Others Institutions Holding FQAL
# of Institutions
132Shares Held
5.76MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc1.1MShares$81.5 Million0.02% of portfolio
-
Orgel Wealth Management, LLC951KShares$70.3 Million1.68% of portfolio
-
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