Trademark Financial Management, LLC Fidelity Covington Tr Small Mi Call Options Transaction History
Trademark Financial Management, LLC
- $123 Billion
- Q2 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding FSMD
# of Institutions
54Shares Held
5.64MCall Options Held
0Put Options Held
0-
Retirement Planning Group2.12MShares$87.2 Million5.7% of portfolio
-
Commonwealth Equity Services, LLC1.18MShares$48.6 Million0.07% of portfolio
-
Kestra Advisory Services, LLC414KShares$17.1 Million0.09% of portfolio
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Envestnet Asset Management Inc300KShares$12.4 Million0.0% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL253KShares$10.4 Million0.01% of portfolio