Soltis Investment Advisors LLC Fidelity Covington Tr Msci Con Call Options Transaction History
Soltis Investment Advisors LLC
- $941 Million
- Q2 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding FDIS
# of Institutions
208Shares Held
6.88MCall Options Held
1.8KPut Options Held
100-
Lido Advisors, LLC Los Angeles, CA1.29MShares$119 Million0.58% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA1.28MShares$118 Million0.02% of portfolio
-
Ae Wealth Management LLC380KShares$35.1 Million0.34% of portfolio
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Envestnet Asset Management Inc246KShares$22.7 Million0.01% of portfolio
-
Monumental Financial Group Inc.245KShares$22.6 Million8.07% of portfolio