Smith Chas P & Associates Pa Cpas Fidelity Covington Tr Quality Call Options Transaction History
Smith Chas P & Associates Pa Cpas
- $1.65 Billion
- Q1 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding FQAL
# of Institutions
86Shares Held
5.89MCall Options Held
0Put Options Held
0-
Orgel Wealth Management, LLC2.03MShares$126 Million3.41% of portfolio
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Envestnet Asset Management Inc1.03MShares$63.9 Million0.02% of portfolio
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Kestra Advisory Services, LLC523KShares$32.5 Million0.21% of portfolio
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Great Lakes Retirement, Inc. Sandusky, OH261KShares$16.2 Million2.27% of portfolio
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Advisor Group Holdings, Inc. Phoenix, AZ225KShares$14 Million0.03% of portfolio