Visionary Wealth Advisors Fidelity Covington Tr Msci Fin Call Options Transaction History
Visionary Wealth Advisors
- $1.82 Billion
- Q2 2025
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding FNCL
# of Institutions
283Shares Held
12.2MCall Options Held
9.6KPut Options Held
0-
Lido Advisors, LLC Los Angeles, CA2.51MShares$187 Million0.72% of portfolio
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Charles Schwab Investment Management Inc San Francisco, CA1.82MShares$136 Million0.02% of portfolio
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Agf Management LTD Toronto Ontario Canada, A6854KShares$63.8 Million0.31% of portfolio
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Commonwealth Equity Services, LLC449KShares$33.5 Million0.04% of portfolio
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Morgan Stanley New York, NY332KShares$24.8 Million0.0% of portfolio