Uma Financial Services, Inc. Fidelity Covington Tr Msci Con Call Options Transaction History

Uma Financial Services, Inc.

$573 Million
Q4 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding FDIS

# of Institutions

246

Shares Held

10.5M

Call Options Held

4.1K

Put Options Held

500

Bank Of America Corp Charlotte, NC

1.69M
Shares

$168 Million
0.01% of portfolio
Lido Advisors, LLC Los Angeles, CA

1.38M
Shares

$137 Million
0.62% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

1.27M
Shares

$126 Million
0.02% of portfolio
Richard Bernstein Advisors LLC

979K
Shares

$97 Million
2.17% of portfolio
Ae Wealth Management LLC

583K
Shares

$57.7 Million
0.55% of portfolio

About FIDELITY COVINGTON TR MSCI CON

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