Zynergy Retirement Planning Llc Fidelity Covington Tr Small Mi Put Options Transaction History
Zynergy Retirement Planning Llc
- $142 Billion
- Q3 2024
Put Options
0 transactions
| Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
|---|
Others Institutions Holding FSMD
# of Institutions
58Shares Held
6.96MCall Options Held
0Put Options Held
0-
Retirement Planning Group2.29MShares$100 Million6.01% of portfolio
-
Commonwealth Equity Services, LLC1.48MShares$64.5 Million0.09% of portfolio
-
Parcion Private Wealth LLC Bellevue, WA469KShares$20.5 Million1.64% of portfolio
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Kestra Advisory Services, LLC414KShares$18.1 Million0.09% of portfolio
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Envestnet Asset Management Inc338KShares$14.7 Million0.0% of portfolio