San Luis Wealth Advisors LLC Fidelity Covington Tr Put Options Transaction History

San Luis Wealth Advisors LLC

$528 Million
Q4 2024

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding FSMO

# of Institutions

26

Shares Held

1.05M

Call Options Held

0

Put Options Held

0

Evernest Financial Advisors, LLC Carmel, IN

260K
Shares

$6.85 Million
1.89% of portfolio
Commonwealth Equity Services, LLC

232K
Shares

$6.1 Million
0.01% of portfolio
Sk Wealth Management, LLC Providence, RI

83.5K
Shares

$2.2 Million
1.15% of portfolio
Sax Wealth Advisors, LLC Parsippany, NJ

53.7K
Shares

$1.41 Million
0.11% of portfolio
Dentgroup LLC

46.4K
Shares

$1.22 Million
0.99% of portfolio

About FIDELITY COVINGTON TR

Ticker FSMO
Sector ETFs
Industry ETFs

More about FSMO

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of San Luis Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on San Luis Wealth Advisors LLC with notifications on news.