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
992KCall 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
-
Truist Financial Corp45.5KShares$1.2 Million0.0% of portfolio
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Dentgroup LLC45KShares$1.18 Million0.92% of portfolio
-
Jpmorgan Chase & CO New York, NY34.2KShares$899,8800.0% of portfolio