Summit Wealth Group LLC / CO Fidelity Covington Tr Call Options Transaction History
Summit Wealth Group LLC / CO
- $398 Billion
- Q2 2025
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding FIVA
# of Institutions
51Shares Held
2.79MCall Options Held
0Put Options Held
0-
Commonwealth Equity Services, LLC1.48MShares$47.2 Million0.06% of portfolio
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Lpl Financial LLC Fort Mill, SC235KShares$7.48 Million0.0% of portfolio
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Advisor Group Holdings, Inc. Phoenix, AZ113KShares$3.61 Million0.01% of portfolio
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Kestra Advisory Services, LLC108KShares$3.43 Million0.02% of portfolio
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Cetera Investment Advisers Schaumburg, IL98.7KShares$3.15 Million0.01% of portfolio