Venturi Wealth Management, LLC Fidelity Covington Tr Msci Hea Call Options Transaction History

Venturi Wealth Management, LLC

$1.77 Billion
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding FHLC

# of Institutions

337

Shares Held

14.7M

Call Options Held

0

Put Options Held

0

Lido Advisors, LLC Los Angeles, CA

1.74M
Shares

$114 Million
0.62% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

1.56M
Shares

$102 Million
0.02% of portfolio
Commonwealth Equity Services, LLC

520K
Shares

$34 Million
0.06% of portfolio
Agf Management LTD Toronto Ontario Canada, A6

508K
Shares

$33.2 Million
0.2% of portfolio
Morgan Stanley New York, NY

417K
Shares

$27.3 Million
0.0% of portfolio

About FIDELITY COVINGTON TR MSCI HEA

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