Primoris Wealth Advisors, LLC Fidelity Covington Tr Msci Ene Call Options Transaction History
Primoris Wealth Advisors, LLC
- $139 Million
- Q3 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding FENY
# of Institutions
215Shares Held
16.6MCall Options Held
24.4KPut Options Held
1.1K-
Lido Advisors, LLC Los Angeles, CA1.62MShares$38.9 Million0.19% of portfolio
-
Commonwealth Equity Services, LLC1.33MShares$31.9 Million0.05% of portfolio
-
Envestnet Asset Management Inc1.06MShares$25.5 Million0.01% of portfolio
-
High Tower Advisors, LLC Chicago, IL883KShares$21.2 Million0.03% of portfolio
-
Northwestern Mutual Wealth Management CO749KShares$18 Million0.02% of portfolio