San Luis Wealth Advisors LLC Fidelity Covington Tr Call Options Transaction History
San Luis Wealth Advisors LLC
- $484 Million
- Q3 2024
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding FSMO
# of Institutions
26Shares Held
943KCall Options Held
0Put Options Held
0-
Evernest Financial Advisors, LLC Carmel, IN260KShares$6.85 Million1.89% of portfolio
-
Commonwealth Equity Services, LLC232KShares$6.1 Million0.01% of portfolio
-
Dentgroup LLC45KShares$1.18 Million0.92% of portfolio
-
Jpmorgan Chase & CO New York, NY44.4KShares$1.17 Million0.0% of portfolio
-
Truist Financial Corp23KShares$605,3000.0% of portfolio