Retirement Planning Group Fidelity Covington Tr Small Mi Call Options Transaction History
Retirement Planning Group
- $1.51 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 FSMD
# of Institutions
116Shares Held
13.7MCall Options Held
0Put Options Held
0-
Commonwealth Equity Services, LLC1.83MShares$77.2 Million0.1% of portfolio
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Bank Of America Corp Charlotte, NC855KShares$36 Million0.0% of portfolio
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Advocacy Wealth Management Services, LLC719KShares$30.3 Million2.36% of portfolio
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Lpl Financial LLC Fort Mill, SC621KShares$26.2 Million0.01% of portfolio
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Envestnet Asset Management Inc438KShares$18.5 Million0.01% of portfolio