Next Level Wealth Planning, LLC Fidelity Covington Tr Divid Et Call Options Transaction History
Next Level Wealth Planning, LLC
- $127 Billion
- Q4 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding FDRR
# of Institutions
104Shares Held
3.95MCall Options Held
0Put Options Held
0-
Ameritas Advisory Services, LLC Lincoln, NE979KShares$45.6 Million2.07% of portfolio
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Ep Wealth Advisors, LLC Torrance, CA393KShares$18.3 Million0.17% of portfolio
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Lehman & Derafelo Financial Resources LLC263KShares$12.3 Million3.12% of portfolio
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Bank Of America Corp Charlotte, NC236KShares$11 Million0.0% of portfolio
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Commonwealth Equity Services, LLC223KShares$10.4 Million0.02% of portfolio