Private Wealth Asset Management, LLC Fidelity Covington Tr Low Vola Call Options Transaction History
Private Wealth Asset Management, LLC
- $695 Billion
- Q1 2025
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding FDLO
# of Institutions
152Shares Held
7.05MCall Options Held
0Put Options Held
0-
Commonwealth Equity Services, LLC756KShares$45 Million0.06% of portfolio
-
Envestnet Asset Management Inc612KShares$36.4 Million0.01% of portfolio
-
Roosevelt Investment Group LLC513KShares$30.5 Million1.55% of portfolio
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Bank Of America Corp Charlotte, NC405KShares$24.1 Million0.0% of portfolio
-
Kestra Advisory Services, LLC323KShares$19.2 Million0.1% of portfolio