Parcion Private Wealth LLC Fidelity Covington Tr Small Mi Call Options Transaction History
Parcion Private Wealth LLC
- $1.27 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 FSMD
# of Institutions
75Shares Held
7.62MCall Options Held
0Put Options Held
0-
Retirement Planning Group2.29MShares$98.3 Million6.01% of portfolio
-
Commonwealth Equity Services, LLC1.48MShares$63.3 Million0.09% of portfolio
-
Systelligence, LLC394KShares$16.9 Million4.29% of portfolio
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Envestnet Asset Management Inc338KShares$14.5 Million0.0% of portfolio
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Raymond James Financial Services Advisors, Inc. St. Petersburg, FL263KShares$11.3 Million0.01% of portfolio