Parcion Private Wealth LLC Fidelity Covington Tr Small Mi Call Options Transaction History
Parcion Private Wealth LLC
- $1.18 Billion
- Q3 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
62Shares Held
7.16MCall Options Held
0Put Options Held
0-
Retirement Planning Group2.29MShares$100 Million6.01% of portfolio
-
Commonwealth Equity Services, LLC1.48MShares$64.6 Million0.09% of portfolio
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Envestnet Asset Management Inc338KShares$14.8 Million0.0% of portfolio
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Systelligence, LLC284KShares$12.4 Million3.11% of portfolio
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Raymond James Financial Services Advisors, Inc. St. Petersburg, FL263KShares$11.5 Million0.01% of portfolio