Stonebridge Financial Planning Group, LLC Fidelity Covington Tr Low Vola Call Options Transaction History
Stonebridge Financial Planning Group, LLC
- $202 Million
- Q3 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding FDLO
# of Institutions
127Shares Held
6.43MCall Options Held
0Put Options Held
0-
Commonwealth Equity Services, LLC725KShares$45.3 Million0.07% of portfolio
-
Envestnet Asset Management Inc555KShares$34.6 Million0.01% of portfolio
-
Roosevelt Investment Group LLC513KShares$32 Million1.55% of portfolio
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Kestra Advisory Services, LLC317KShares$19.8 Million0.1% of portfolio
-
Ameritas Advisory Services, LLC Lincoln, NE303KShares$19 Million0.83% of portfolio