Lifeworks Advisors, LLC Fidelity Covington Tr Msci Fin Call Options Transaction History
Lifeworks Advisors, LLC
- $584 Million
- Q1 2025
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding FNCL
# of Institutions
269Shares Held
12.3MCall Options Held
7.1KPut Options Held
0-
Lido Advisors, LLC Los Angeles, CA2.53MShares$192 Million0.73% of portfolio
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Charles Schwab Investment Management Inc San Francisco, CA1.85MShares$141 Million0.02% of portfolio
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Agf Management LTD Toronto Ontario Canada, A6829KShares$62.8 Million0.33% of portfolio
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Commonwealth Equity Services, LLC589KShares$44.7 Million0.06% of portfolio
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Morgan Stanley New York, NY323KShares$24.5 Million0.0% of portfolio